Odyssey Personal Financial Advisors (0001984732) Files 13F-NT Form with SEC

In a recent SEC filing, Odyssey Personal Financial Advisors disclosed its holdings as of a certain date through a 13F-NT form. This filing is significant as it provides transparency into the investment decisions and portfolio composition of the company. Investors and analysts often look at such filings to gain insights into the strategies of financial advisors and to identify potential investment opportunities.

Odyssey Personal Financial Advisors is a registered investment advisor based in the United States. As a financial advisory firm, they specialize in providing personalized investment management and financial planning services to individuals and families. With this recent filing, the company has revealed its current investment positions, offering a glimpse into their asset allocation and investment choices. For more information about Odyssey Personal Financial Advisors, you can visit their website here.

The 13F-NT form filed by Odyssey Personal Financial Advisors is a quarterly report required by the SEC for institutional investment managers with discretion over $100 million or more in qualifying assets. This form provides details on the firm’s holdings, including the names of the securities held, the number of shares, and the total market value. By submitting this filing, Odyssey Personal Financial Advisors complies with regulatory requirements while also offering transparency to current and potential clients regarding their investment activities.

Read More:
Odyssey Personal Financial Advisors (0001984732) Files 13F-NT Form with SEC


Comments

Leave a Reply

Your email address will not be published. Required fields are marked *