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| O'Donnell Financial Services LLC
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|---|---|
| CRD # | 172520 |
| SEC # | 801-110717 |
| CIK # | 0001730962 |
| AUM | 427.1 M (2026-03-26) |
| Employees | 12 (33% Investors, 17% Brokers) |
| Phone | 866-496-2300 |
| Address | 1101 Fifth Ave San Rafael, CA 94901 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.5 | ||
| KLA Tencor Corp | 4.2 | ||
| Nvidia Corp | 1.5 | ||
| Broadcom Inc | 1.2 | ||
| Microsoft Corp | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 901 | 248.2 |
| (b) Individuals (high net worth individuals) | 94 | 176.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.7 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 999 | 427.1 |
| By Discretionary | ||
| Discretionary | 969 | 410.8 |
| Non-Discretionary | 30 | 16.2 |
| Total | 999 | 427.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 427.1 | |
| Total | 999 | 427.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001730962] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 17 |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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