O'DONNELL FINANCIAL SERVICES, LLC - Financial Advisor in California, San Rafael

Tel: 8664962300 1101 Fifth Ave. Suite 150 San Rafael, California 94901

About O'DONNELL FINANCIAL SERVICES, LLC

O'DONNELL FINANCIAL SERVICES, LLC is a San Rafael, California based financial advisory firm with nearly $322,715,157 in assets under management and provides investment advisory services for 889 clients. There are currently 5 financial advisors at the firm.

General Information

Firm CRD#:

172520

Firm SEC#:

801-110717

Assets Under Management:

$322,715,157

No. of Clients:

889

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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337

$944,502,018

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