| 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 |
O'Donnell Financial Services, LLC reports $343.1 million in regulatory assets under management on its Form ADV.
O'Donnell Financial Services, LLC reports 9 employees.
O'Donnell Financial Services, LLC is based in San Rafael, CA and has been SEC-registered since 2017.
O'Donnell Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $329.4M |
| Non-discretionary | $13.6M |
| Total (RAUM) | $343.1M |