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O'DONNELL FINANCIAL SERVICES, LLC
CRD 172520 · SEC 801-110717
1101 FIFTH AVE., SUITE 150, SAN RAFAEL, CA, 94901, United States
Phone
8664962300
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$427.1M
Discretionary AUM
$410.8M
Team
12 total employees; 4 advisory reps; 17 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 901 | $248.2M |
| High net worth individuals | 94 | $176.6M |
States served
AZ, CA, ID, NV, OR, TX
All web addresses on file
Official SEC filing: View on IAPD