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ODA AND COMPANY, INC.
CRD 119952 · SEC 801-135858
416 WEST LIBERTY STREET, MEDINA, OH, 44256-2222, United States
Phone
330-725-8911
Fax
330-725-7438
Registration
— (—)
Source
State registered
Total AUM
$125.6M
Discretionary AUM
$124.6M
Team
3 total employees; 1 advisory reps; 13 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 164 | $81.4M |
| High net worth individuals | 33 | $43.8M |
All web addresses on file
Official SEC filing: View on IAPD