O'donnell Financial Services, LLC
O'donnell Financial Services, LLC is an SEC-registered mass-market adviser in San Rafael, CA with $427.1M assets under management (AUM, regulatory AUM), +24% over one year. See who owns O'donnell Financial Services, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 172520, SEC 801-110717, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $427.1M (2026-03-26)
- Firm type
- Mass-Market Adviser
- Location
- San Rafael, CA
- Employees
- 12
- Clients
- 995
- CRD
- 172520
- Ownership
- O'DONNELL, GREGORY, CHARLES; KASELIONIS, KIMBERLY, ALYSON; Kaselionis, Kimberly
How much AUM does O'donnell Financial Services, LLC have?
O'donnell Financial Services, LLC reported $427.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns O'donnell Financial Services, LLC?
Disclosed owners and executives of O'donnell Financial Services, LLC include O'DONNELL, GREGORY, CHARLES, KASELIONIS, KIMBERLY, ALYSON, Kaselionis, Kimberly. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.