O'DONNELL FINANCIAL SERVICES, LLC
Firm details
- Headquarters
- SAN RAFAEL, California
- CRD number
- 172520
- Registered since
- June 26, 2017
- Website
- odfigroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals58.12%
- HNWI41.36%
- Corporations / Businesses0.33%
- Pension & Profit Sharing Plans0.16%
- Charitable Organizations0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
O'Donnell Financial Services, LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2017. The firm is individually owned and focuses on serving individual and family clients with a mix of financial planning and portfolio management services. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops. Fee arrangements are flexible and include asset-based fees, hourly billing, and fixed-price engagements. The firm does not self-identify as an active ESG investor and is not organized as a multi-state or related adviser, nor does it operate as a capital allocator. Industry relationships include affiliations with an insurance company and a real estate broker.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities78%
- Investment Grade Corp Bonds9%
- Private Funds6%
- Cash & Cash Equivalents6%
- US Government Bonds1%
Owners & executives
2 of 2GREGORY O'DONNELL
CEO & FounderCRD 2802185
KIMBERLY KASELIONIS
Chief Compliance OfficerCRD 1348896
Contacts
3 of 5Beth Verdekal
Marketing ManagerCRD 8174526
MICHAEL NAKANO
Registered RepresentativeCRD 1322510
KYLE LADD
Licensed AdministratorCRD 6003290
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 44Active vs passive
$396M in ETFs
51%
$202M
19%
$194M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $58.6M | 766,031 | 14.80% |
Location
SAN RAFAEL, CA
MARIN
Location
SAN RAFAEL, CA
Headquartered in SAN RAFAEL, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- MARIN
- Address
- 1101 5th Ave
- Time zone
- PT (UTC-8)
- Office locations
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