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MCDONNELL FINANCIAL SERVICES
MCDONNELL, STEPHEN
CRD 282462
99 NORTH BERKELEY AVE, PASADENA, CA, 91107, United States
Phone
626-354-9638
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$9.7M
Discretionary AUM
$9.7M
Team
1 total employees; 1 advisory reps; 6 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $9.7M |
Official SEC filing: View on IAPD