Mcdonnell Financial Services

Overview

Mcdonnell Financial Services operates as an independent, California-registered advisory firm focused on serving individual and family clients. The firm is structured as a corporation with individual ownership and provides financial planning and discretionary portfolio management for individuals and small businesses. Its billing methods are varied — percentage of assets under management, hourly and fixed fees, and performance-based fees are all listed — suggesting flexibility in engagement models depending on client needs. The firm does not identify as an ESG investor and does not position itself as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices