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O'DONNELL FINANCIAL SERVICES, LLC

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

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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

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

Firm CRD#:

172520

SEC#:

801-110717

No. of Clients:

889

Assets under Management

$322,715,157

No. of Advisors:

5

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