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Building 2O'DONNELL WEALTH MANAGEMENT

Map pinCODY, WY
Phone307-586-4279
NotebookSEC #801-134560
Total AUM
$123.3M
Employees
6
Clients
211

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
$123.3M
Accounts
354
Discretionary
$123.3M
Accounts
354
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
113
AUM
$28.1M
HNW Individual Clients
95
AUM
$90.8M
Charitable Organization Clients
2
AUM
$1.4M
Corporation or Business Clients
1
AUM
$3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
ESTATE PLANNING
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOLAMIMTNENHNYTX

HandshakeAffiliates

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

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