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Building 2THE O'DONNELL GROUP

Map pinCHICO, CA
Phone530-564-0960
NotebookSEC #801-107763
Total AUM
$492M
Employees
4
Clients
266

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
555 MAIN STREET
SUITE 400
CHICO
CA 95928
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
530-564-0960
Other Offices
1

ReceiptFinancials

Total AUM
$492M
Accounts
846
Discretionary
$492M
Accounts
846
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
100
AUM
$412.3M
Banking Clients
112
AUM
$54.4M
Pension/Profit Sharing Plan Clients
46
AUM
$24.5M
Charitable Organization Clients
8
AUM
$805.7K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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