DONAL FIDUCIARIES

RIASEC Registered

Total AUM

$3M

Discretionary

$0

0% of AUM

Avg account

$273K

Accounts

11

Employees

1

Advisory reps

1

Firm details

Headquarters: South Boston, Massachusetts
CRD number: 292848
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Donal Fiduciaries operates as an independent registered investment advisor, focusing primarily on individual and family clients. The firm provides a range of advisory services, including financial planning and portfolio management tailored for both individuals and small businesses. Donal Fiduciaries does not engage in capital allocation or act as a pension consultant, indicating a concentrated approach to wealth management rather than a broader institutional investment strategy. The firm does not actively pursue ESG investments, which may appeal to clients who prioritize traditional investment strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds60%
Exchange Traded Equities30%
Cash & Cash Equivalents10%

Contacts

1 of 1

WILLIAM O'DONNELL
PresidentCRD 2025490

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

South Boston, MA

SUFFOLK

Location

South Boston, MA

Headquartered in South Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area: Boston-Worcester-Providence, MA-RI-NH-CT
Region: Northeast
County: SUFFOLK
Address: 546 E Broadway
Time zone: ET (UTC-5)
Office locations

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