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Home > Retirement Planners > california > san rafael > O'DONNELL FINANCIAL SERVICES, LLC
O'DONNELL FINANCIAL SERVICES, LLC
1101 Fifth Ave.
Suite 150
San Rafael, California 94901
Tel: 8664962300
About O'DONNELL FINANCIAL SERVICES, LLC
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.
Firm Information
| 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 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| 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 |
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