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O'Donnell Financial Services
O'DONNELL FINANCIAL SERVICES, LLC is an SEC-registered investment adviser in SAN RAFAEL, CA, registered since 2017. The firm manages $427 million in assets,...
Overview
O'DONNELL FINANCIAL SERVICES, LLC is an SEC-registered investment adviser in SAN RAFAEL, CA, registered since 2017. The firm manages $427 million in assets, $411 million on a discretionary basis. It has 12 employees and 4 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Corporate office
United States
Sector focus
Frequently asked questions
Who runs investment decisions at O'Donnell Financial Services?
The firm does not publicly name any principals, investment chiefs, or decision-makers. Public records list only the entity's registered agent, which is common for private limited liability companies. No team biographies or leadership profiles have been published.
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