O'DONNELL FINANCIAL SERVICES, LLC of SAN RAFAEL, CA is an SEC-registered investment adviser (CRD 172520). Regulatory assets under management: $427.1M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Gregory Charles O'Donnell | MANAGING MEMBER & INVESTMENT ADVISER | — |
| Kimberly Alyson Kaselionis | CHIEF COMPLIANCE OFFICER | — |
| O'DONNELL GREGORY CHARLES | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER; MANAGING MEMBER & INVESTMENT ADVISER | — |
| Kaselionis Kimberly | CHIEF COMPLIANCE OFFICER | — |
| KASELIONIS KIMBERLY ALYSON | CHIEF COMPLIANCE OFFICER | — |