Matthew Brett alexander Macgrotty
Investment adviser representative at Odlum Brown USA Investment Management Limited
12 yearsExperience
1 stateRegistered in
CFADesignation
$174.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Odlum Brown USA Investment Management LimitedJan 2025 to now
- Odlum Brown LimitedJun 2014 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Odlum Brown USA Investment Management Limited
$174.6MAssets managed
255Clients
30Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8032791
- Firm CRD
- 132242