1101 Fifth Ave.
Suite 150
San Rafael, California 94901
Tel: 8664962300
O'DONNELL FINANCIAL SERVICES, LLC, formally registered with the SEC as O'DONNELL FINANCIAL SERVICES, LLC. The firm was established in 06/26/2017. They have over 3 offices throughout the country.
O'DONNELL FINANCIAL SERVICES, LLC is a San Rafael, California based Financial Planning firm with nearly $322,715,157 assets under management, offering retirement planning & investment advisory services to 889 clients. The firm is staffed with 5 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 172520 |
SEC# | 801-110717 |
Assets Managed by Firm | $322,715,157 |
No. of Clients | 889 |
No. of Advisors | 5 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 889 | $322,715,157 |
Individuals (other than high net worth individuals) | 437 | $85,746,757 |
High net worth individuals | 117 | $205,178,684 |
Pension and profit sharing plans | 10 | $31,789,716 |
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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