O'DONNELL PORTFOLIO MANAGEMENT, INC.

O'DONNELL PORTFOLIO MANAGEMENT, INC. is an SEC-registered investment adviser (CRD 122371). Regulatory assets under management: $38.9M.

Registration

• CRD: 122371
• Type: Registered investment adviser
• Phone: 317-873-2005
• Latest filing: 2026-02-23
• Regulatory AUM: $38.9M
• Discretionary AUM: $38.9M
• Clients: 1
• Accounts: 149

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 122371 on SEC IAPD (source of record)
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