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Odell Investment Group, LLC (Pasadena)


Odell Investment Group, LLC is a pension cosultant based in Pasadena. It manages $25 million of regulatory assets for 450 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of California.

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

Odell Investment Group: assets under management

The assets under management (AUM) of Odell Investment Group, LLC is $25 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $24 million in discretionary accounts and $1 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $55.81 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $50 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Odell Investment Group, 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 Pasadena

The principal office where Odell Investment Group, LLC performs its advisory services is located at 107 S. Fair Oaks Avenue,, Pasadena, CA 91105, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 626-844-1441 or by fax 626-440-1319. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.odellinvestmentgroup.com.


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