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O'DONNELL PORTFOLIO MANAGEMENT, INC.

CRD 122371

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

United States

Registration

— (—)

Source

State registered

Total AUM

$38.9M

Discretionary AUM

$38.9M

Team

1 total employees; 1 advisory reps; 50 broker-dealer reps

Clients

0

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-02-23

Disciplinary history

No

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  • SEC IAPD →

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  • FINRA BrokerCheck →

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Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals50$38.3M
Charitable organizations1$588K

Official SEC filing: View on IAPD