O
CRD: 324617
Odiorne Point Asset Management, LLC
$65.9M Total AUM
$65.9M Disc. AUM
-- 3Y CAGR
3 Employees
202 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-20-2023
- Office Locations
- 2
Office Locations
155 Fleet Street Portsmouth NH
-- Estero FL
About Odiorne Point Asset Management, LLC
Odiorne Point Asset Management provides personalized financial planning and asset management, including estate/legacy planning, tax planning, and portfolio performance evaluation, construction, and oversight. Serving retail clients, the team brings 100 years of collective experience and uses ETFs and public funds in portfolios; primarily custodies at Schwab.
Team overview
64 AVG AGE
$22.0M AVG AUM / ADVISOR
$326.0K AVG AUM / CLIENT
3 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
3yrs Firm Age
Insights
Available
Available
Available
Available
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Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Raymond Scott Panek
Chief Compliance Officer, Private Wealth Advisor, Vice President
- CRD
- #2259565
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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GREGORY WILLIAM LAWRENCE
--
- CRD
- #1122651
Available
Available
Available
J
Jeffrey David Sickler
--
- CRD
- #2781999
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,854,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $65,854,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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