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
- --
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 36.8% is discretionary and 63.2% is non-discretionary.
The firm reports 2 advisory representatives and 200 clients, or 100 clients per representative. That equates to $475.0K in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on June 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Nosuris, Inc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
Unlock the underlying categories and values
The full Nosuris, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MARK DORFMAN
Chief Executive Officer
- CRD
- #1457646
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Julian Schubach
Vice President, Wealth Management
- 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
SMA allocation detail is available
Nosuris, Inc. has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.