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ODLUM BROWN USA INVESTMENT MANAGEMENT LIMITED

CRD 132242 · SEC 801-63386

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1100-250 HOWE STREET, VANCOUVER, BRITISH COLUMBIA, VT, V6C 3S9, Canada

Phone

1-866-636-8222

Fax

604-844-5342

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$174.6M

Discretionary AUM

$174.6M

Team

30 total employees; 30 advisory reps

Clients

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-06-04

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals175$46.8M
High net worth individuals37$72.3M
Corporations/business entities43$55.5M

States served

VT, AZ, CA, CO, ID, IL, IA, LA, ME, MD, MA, MS, MT, NV, NY, NC, OH, OR, PA, RI, SC, TN, VA, MO, WA, TX, NH, HI, CT, FL

All web addresses on file

Official SEC filing: View on IAPD