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Tannis Patricia Pratt

Odlum Brown USA Investment Management Limited

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About Tannis Patricia Pratt

Tannis Patricia Pratt is an investment advisor representative with Odlum Brown USA Investment Management Limited in Vancouver, British Columbia. Tannis has been in the industry since 2003. Tannis has a Series 65 license and is registered to provide investment advice in California and Washington.

Firm Information

Tannis Pratt 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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Tannis Pratt’s Registration & Firm History

NA

11/04/2014 - Present

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

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Licenses & Designations

IA

Issued 11/04/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tannis Patricia Pratt.
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