The O'Dell Group LLC
Legal Name: THE O'DELL GROUP, LLC
8044 MONTGOMERY ROAD, SUITE 440, CINCINNATI, OH
Full Contact Details
Other Info
The O'Dell Group LLC is legally known as THE O'DELL GROUP, LLC. It is an OH Limited Liability Company. This firm has 15 employees, of which 9 are employees in advisory roles. It serves 16 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Oct 24, 2007.
Direct Owners
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ANNE MEYERS SEPTIC
CHIEF COMPLIANCE OFFICER owns less than 5%
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CAROLE COONEY FOOS
CHIEF FINANCIAL OFFICER owns less than 5%
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HAROLD MICHAEL LEWELLEN
MEMBER owns more than 5% but less than 10%
-
JASON MAHONEY ODELL
CHIEF EXECUTIVE OFFICER owns less than 5%
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OJM GROUP, LLC
MEMBER owns 75% or more
Indirect Owners
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DAVID BRUCE MANDELL
MEMBER owns more than 50% but less than 75%
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JASON MAHONEY ODELL
MEMBER owns more than 50% but less than 75%
Firms Located Nearby
Top Holdings
Period of report:
Jun 30, 2019
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Effectiveness Date:
Jul 24, 2019
- SPDR S&P DIVIDEND $20,059k
- VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF $19,268k
- SPDR S&P 500 ETF TR TR UNIT $19,095k
- FIRST TR EXCHANGE TRADED FD $10,859k
- FIRST TR EXCHANGE TRADED FD $10,675k
- FIRST TR NASDAQ100 TECH INDE $10,606k
- VANGUARD INTL EQUITY INDEX F $9,530k
- FIRST TR EXCHANGE TRADED FD $8,862k
- FIRST TR EXCHANGE TRADED FD $8,456k
- ISHARES TR CORE S&P SCP ETF $6,093k