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Oder & Stewart Investment Management, LLC (Woodland Hills)


Oder & Stewart Investment Management, LLC is an adviser based in Woodland Hills. It manages $68.25 million of regulatory assets for 123 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California and Washington.

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Oder & Stewart Investment Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Oder & Stewart Investment Management: assets under management

The assets under management (AUM) of Oder & Stewart Investment Management, LLC is $68.25 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 20% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $68.25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $554.85 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Oder & Stewart Investment Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Woodland Hills

The principal office where Oder & Stewart Investment Management, LLC performs its advisory services is located at 21300 Victory Blvd, Woodland Hills, CA 91367, which is also the mailing address of the firm. An additional office of the firm is in Puyallup, WA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (818) 676-0036 or by fax (818) 676-0017. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.oderstewart.com.


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