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THE O'DONNELL GROUP
555 Main Street
Suite 400
Chico, California 95928
Tel: 530-564-0960
About THE O'DONNELL GROUP
THE O'DONNELL GROUP, formally registered with the SEC as THE O'DONNELL GROUP. The firm was established in 06/21/2016. They have over 1 offices throughout the country.
THE O'DONNELL GROUP is a Chico, California based Financial Planning firm with nearly $462,234,494 assets under management, offering retirement planning & investment advisory services to 806 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 162562 |
| SEC# | 801-107763 |
| Assets Managed by Firm | $462,234,494 |
| No. of Clients | 806 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 806 | $462,234,494 |
| Individuals (other than high net worth individuals) | 191 | $168,122,329 |
| High net worth individuals | 19 | $239,893,439 |
| Pension and profit sharing plans | 34 | $29,294,626 |
| Charitable organizations | 8 | $497,438 |
| Corporations or other businesses | 29 | $24,426,662 |
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| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
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