O'DONNELL FINANCIAL SERVICES, LLC
SEC Form ADV profile.
Total regulatory AUM
$427,050,449
Discretionary
$410,814,381
Non-discretionary
$16,236,068
Firm details
- CRD number
- 172520
- SEC file number
- 801-110717
- Main office
- SAN RAFAEL, CA, United States
- Employees
- 12
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.