1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2O'DONNELL FINANCIAL SERVICES, LLC

Map pinSAN RAFAEL, CA
Phone8664962300
NotebookSEC #801-110717
Total AUM
$427.1M
Employees
12
Clients
998

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1101 FIFTH AVE.
SUITE 150
SAN RAFAEL
CA 94901
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
8664962300
Other Offices
2

ReceiptFinancials

Total AUM
$427.1M
Accounts
999
Discretionary
$410.8M
Accounts
969
Non-Discretionary
$16.2M
Accounts
30

ContactClients

View more in analytics →

Individual Clients
901
AUM
$248.2M
HNW Individual Clients
94
AUM
$176.6M
Pension/Profit Sharing Plan Clients
1
AUM
$691.6K
Charitable Organization Clients
1
AUM
$98.9K
Corporation or Business Clients
1
AUM
$1.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAIDNVORTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account