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

Building 2O'DONNELL WEALTH MANAGEMENT

Map pinCODY, WY
Phone307-586-4279
NotebookSEC #801-126754
Total AUM
$55.2M
Employees
6
Clients
98

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
627 YELLOWSTONE AVENUE
CODY
WY 82414
United States
Operating Hours
8:30 AM- 4:30 PM
Monday - Friday
Phone
307-586-4279

ReceiptFinancials

Total AUM
$55.2M
Accounts
317
Discretionary
$55.2M
Accounts
317
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
70
AUM
$18.8M
HNW Individual Clients
28
AUM
$36.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

View all affiliates →

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

Feature requires an account