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Nosuris, Inc.

EST. AUM
$95,000,000

CONTACTS

CLIENT ACCOUNTS
450

Firm Details

Metro area New York City
CRD Number 160979
Website odifinancial.com
Client types

Overview

ODI Financial focuses on holistic wealth management, prioritizing risk-adjusted growth and financial independence for individuals and families. The firm seeks to integrate retirement, tax, and estate planning into personalized investment portfolios, utilizing a diverse range of asset classes to meet the specific long-term liquidity and capital preservation needs of its clients. MTG, LLC is a custodian.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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