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, individually owned registered investment adviser that began SEC registration in 2017. The firm focuses on serving individuals and families, offering financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars. Its fee arrangements include AUM-based fees as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser or a capital allocator. Industry affiliations noted include relationships 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 2
Gregory O'donnell
CEO & FounderCRD 2802185
Kimberly Kaselionis
Chief Compliance OfficerCRD 1348896
Contacts
3 of 5
Beth Verdekal
Marketing ManagerCRD 8174526
Michael Nakano
Registered RepresentativeCRD 1322510
Kyle Ladd
Registered RepresentativeCRD 6003290
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$457M in ETFs
52%
$236M
18%
$221M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $68.8M | 783,367 | 15.06% |
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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