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Financial Advisor
Pennsylvania
Bala Cynwyd
ODYSSEY CAPITAL ADVISORS INC.

ODYSSEY CAPITAL ADVISORS INC.

Tel: 484-278-4497 2 Bala Plaza Suite 515 Bala Cynwyd, Pennsylvania 19004

About ODYSSEY CAPITAL ADVISORS INC.

ODYSSEY CAPITAL ADVISORS INC. is a Bala Cynwyd, Pennsylvania based financial advisory firm with nearly $122,052,326 in assets under management and provides investment advisory services for 550 clients. There are currently 4 financial advisors at the firm.

General Information
Firm CRD#:

299034

Firm SEC#:

801-130634

Assets Under Management:

$122,052,326

No. of Clients:

550

No. of Advisors:

4

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (REFERRAL FEES & PERCENTAGE OF PLAN ASSETS)

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