ODER INVESTMENT MANAGEMENT, LLC of WOODLAND HILLS, CA is an SEC-registered investment adviser (CRD 134506). Regulatory assets under management: $366.7M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Joshua Kenneth Oder | PORTFOLIO MANAGER, CCO (SINCE 2017), TRUSTEE OF THE JOSHUA AND DANA ODER FAMILY TRUST, DATED OCTOBER 2, 2013 | — |
| Steven Samuel Zorn | PORTFOLIO MANAGER, TRUSTEE OF THE STEVEN AND SONIA ZORN FAMILY TRUST, DATED APRIL 5, 2017 | — |
| Erik Morgan Helmstetter | PORTFOLIO MANAGER, TRUSTEE OF THE HELMSTETTER FAMILY REVOCABLE TRUST, DATED JULY 10, 2008 | — |
| Dana Oder | TRUSTEE OF THE JOSHUA AND DANA ODER FAMILY TRUST, DATED OCTOBER 2, 2013 | — |
| Christine Helmstetter | TRUSTEE OF THE HELMSTETTER FAMILY REVOCABLE TRUST, DATED JULY 10, 2008 | — |
| Sonia Zorn | TRUSTEE OF THE STEVEN AND SONIA ZORN FAMILY TRUST, DATED APRIL 5, 2017 | — |
| ODER JOSHUA KENNETH | MANAGING MEMBER; MANAGING MEMBER, PORTFOLIO MANAGER, CHIEF COMPLIANCE OFFICER (SINCE 2017); MANAGING MEMBER (SINCE 1999), CHIEF COMPLIANCE OFFICER (SINCE 2017) (+1 more) | — |
| STEWART JAMES DANIEL | MANAGING MEMBER/CCO; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| ODER JOSHUA | MANAGING MEMBER | — |
| ZORN STEVEN SAMUEL | MEMBER; PORTFOLIO MANAGER, TRUSTEE OF THE STEVEN AND SONIA ZORN FAMILY TRUST, DATED APRIL 5, 2017 | — |
| HELMSTETTER ERIK MORGAN | PORTFOLIO MANAGER, TRUSTEE OF THE HELMSTETTER FAMILY REVOCABLE TRUST, DATED JULY 10, 2008 | — |
| Oder Dana | TRUSTEE OF THE JOSHUA AND DANA ODER FAMILY TRUST, DATED OCTOBER 2, 2013 | — |
| Helmstetter Christine | TRUSTEE OF THE HELMSTETTER FAMILY REVOCABLE TRUST, DATED JULY 10, 2008 | — |
| Zorn Sonia | TRUSTEE OF THE STEVEN AND SONIA ZORN FAMILY TRUST, DATED APRIL 5, 2017 | — |
| City | State | Employees | Phone |
|---|---|---|---|
| LOS ANGELES | CA | 1 | 818-676-0036 |
| LOS ANGELES | CA | 1 | 818-676-0036 |