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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-18-2016
- Office Locations
- 1
Office Locations
About Odinic Advisors LLC
Odinic Advisors LLC is a Plympton, MA-based independent RIA led by managing member/CCO Matthew Charles Gallagher. The firm provides financial planning plus tax and estate planning, insurance guidance, and portfolio construction for retail clients including entrepreneurs. Its investment approach emphasizes active management, asset allocation, and risk management, implemented primarily with ETFs and mutual funds and custodied with Interactive Brokers.
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Owner & Executives
MATTHEW CHARLES GALLAGHER
Chief Compliance Officer, Managing Member
- CRD
- #6234411
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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