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Kim Shannon Dewar

Odlum Brown USA Investment Management Limited

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About Kim Shannon Dewar

Kim Dewar is a financial advisor at Odlum Brown USA Investment Management Limited. Kim is a Chartered Financial Analyst and has been in the industry since August 2006. Kim is registered with the state of Washington as an Investment Advisor Representative.

Firm Information

Kim Dewar is currently registered with Odlum Brown USA Investment Management Limited. Odlum Brown USA Investment Management Limited is a registered investment adviser headquartered in Vancouver, British Columbia, Canada. They offer portfolio management services to businesses and individuals, managing approximately $150.3 million in assets for 406 clients. The firm specializes in serving high-net-worth individuals, corporations, and other businesses.
Odlum Brown USA Investment Management Limited

1100-250 HOWE STREET

VANCOUVER, BRITISH COLUMBIA, V6C 3S9

$150.29M

Assets Under Management

Not reported

Total Clients

22

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kim Dewar’s Registration & Firm History

NA

12/01/2021 - Present

Odlum Brown USA Investment Management Limited (VANCOUVER, BRITISH COLUMBIA )

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kim Shannon Dewar.
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