O'Donnell Financial Services, LLC
● SEC registered since 2017CRD 172520SEC# 801-110717San Rafael, CA
Reg. AUM
$427.1M
Employees
12
Accounts
999
Location
San Rafael, CA
O'Donnell Financial Services, LLC assets under management
O'Donnell Financial Services, LLC is an SEC-registered investment adviser based in San Rafael, CA. The firm has been registered since 2017. It reports $427.1 million in regulatory assets under management and employs 12 people.
O'Donnell Financial Services, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory Charles O'Donnell Control | Managing Member & Investment Adviser | Over 75% | 2015 |
| Kimberly Alyson Kaselionis | Chief Compliance Officer | Under 5% | 2022 |
Frequently asked questions
How much does O'Donnell Financial Services, LLC manage?
O'Donnell Financial Services, LLC reports $427.1 million in regulatory assets under management on its Form ADV.
How many employees does O'Donnell Financial Services, LLC have?
O'Donnell Financial Services, LLC reports 12 employees.
Where is O'Donnell Financial Services, LLC located?
O'Donnell Financial Services, LLC is based in San Rafael, CA and has been SEC-registered since 2017.
Does O'Donnell Financial Services, LLC disclose fund performance?
O'Donnell Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1101 Fifth Ave., Suite 150, San Rafael, CA 94901 |
| Phone | 8664962300 |
| Office hours | By Appointment Only |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1730962 |
| Discloses disciplinary history | No |
Regulatory AUM
$427.1M▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$427.1Mregulatory AUM
Discretionary $410.8MNon-discretionary $16.2M