This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Assetmark · Betterment · Fidelity/NFS · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-14-2019
- Office Locations
- 1
Office Locations
About Nosuris, Inc.
ODI Financial (Nosuris, Inc.) provides integrated financial planning, wealth management, and insurance services, including corporate benefits and wealth protection strategies. The team builds customized, multi-generational plans for high net worth individuals, business owners, and corporate executives, and also advises select nonprofit and philanthropic organizations. Investment managers are screened by an investment committee and delivered through its proprietary ODI Process.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MARK DORFMAN
Chief Compliance Officer, President
- CRD
- #1457646
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Julian Schubach
--
- CRD
- #6903588
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,000,000 | $140,000 |
| Non-Discretionary | $60,000,000 | $300,000 |
| Total | $95,000,000 | $211,111 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing