O'Donnell Portfolio Management, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 122371
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals98.49%
- Charitable Organizations1.51%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
O'Donnell Portfolio Management, Inc. is an independent, privately owned registered investment adviser operating as a corporation. The firm focuses on discretionary portfolio management for individuals, families and small businesses, and it also serves some institutional clients. Its primary fee model is a percentage of assets under management. The firm reports a clear tilt toward equity investing and is not identified as an active ESG investor or a capital allocator that sources third-party private managers on a wholesale basis.
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 Equities84%
- US Government Bonds13%
- Cash & Cash Equivalents3%
Contacts
1 of 1
Andrew O'donnell
OwnerCRD 4584152
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Marquise Wealth Management, LLC
RIACharlotte, NC
Native American Fund Advisors LLC
RIATulsa, OK
Darkhorse Advisor
RIABaker Jensen Investment Advisors, LLC
RIASan Clemente, CA