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| O'Donnell Financial Services LLC
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|
|---|---|
| CRD # | 172520 |
| SEC # | 801-110717 |
| CIK # | 0001730962 |
| AUM | $322.7 MM (2024-07-22) |
| Employees | 5 (40% Investors, 40% Brokers) |
| Phone | 866-496-2300 |
| Address | 1101 Fifth Ave San Rafael, CA 94901 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 7.1 | |
| KLAC | 49,261.0 | 2.6 | |
| MSFT | 1,918,222.4 | 1.1 | |
| AMZN | 1,092,997.8 | 0.8 | |
| UNH | 477,004.0 | 0.7 | |
| ROST | 25,467.6 | 0.7 | |
| CVX | 294,604.1 | 0.6 | |
| META | 434,852.0 | 0.5 | |
| AMAT | 82,662.4 | 0.4 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 437 | 85.7 |
| (b) Individuals (high net worth individuals) | 117 | 205.2 |
| (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 | 10 | 31.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 889 | 322.7 |
| By Discretionary | ||
| Discretionary | 877 | 290.1 |
| Non-Discretionary | 12 | 32.6 |
| Total | 889 | 322.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.9 | |
| United States Persons | 320.8 | |
| Total | 889 | 322.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001730962] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Accretive Wealth Partners LLC
✚
|
NJ | 0.3 |
|
Camden Wealth Advisors LLC
✚
|
TX | 0.3 |
|
Chapel Hill Investment Analysts Inc
✚
|
PA | 0.3 |
|
Jeffrey N Mehler CFP LLC
✚
|
CT | 0.3 |
|
Caldwell Advisors LLC
✚
|
TN | 0.3 |
|
Palumbo Wealth Management LLC
✚
|
NY | 0.3 |
|
ELEY Financial Management Inc
✚
|
VT | 0.3 |
|
NBZ Investment Advisors LLC
✚
|
TN | 0.3 |
|
Bostonpremier Wealth LLC
✚
|
MA | 0.3 |
|
Greenfield Seitz Capital Management LLC
✚
|
TX | 0.3 |