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Shelly Ann Appleton-benko

Odlum Brown USA Investment Management Limited

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About Shelly Ann Appleton-benko

Shelly Appleton-benko is a registered investment advisor representative with Odlum Brown USA Investment Management Limited. Shelly has been working in the financial industry since 1996. Shelly is currently registered in Arizona, California, Illinois, Iowa, Texas and Washington. Shelly holds a Series 65 license and has passed the Uniform Investment Adviser Law Examination.

Firm Information

Shelly Appleton-benko 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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Shelly Appleton-benko’s Registration & Firm History

NA

05/15/2009 - Present

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

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Licenses & Designations

IA

Issued 12/02/2006

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shelly Ann Appleton-benko.
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