Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Wolfe is an investment advisor representative at Odlum Brown USA Investment Management Limited. Robert has been in the financial services industry since August 2008. Robert holds the Series 65 license. Robert is registered to provide investment advisory services in California and Texas. Robert's firm manages approximately $150,293,499 in assets for 406 clients. Odlum Brown USA Investment Management Limited provides financial advisory services to individuals and businesses. The firm also provides portfolio management services.
1100-250 HOWE STREET
VANCOUVER, BRITISH COLUMBIA, V6C 3S9
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
NA
06/15/2023 - Present
Odlum Brown USA Investment Management Limited (VANCOUVER, BRITISH COLUMBIA )
IA
Issued 01/16/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Robert Wolfe is the right advisor for you? Invested Better is here to help.
