MCDONNELL FINANCIAL SERVICES

MCDONNELL FINANCIAL SERVICES of PASADENA, CA is an SEC-registered investment adviser (CRD 282462). Regulatory assets under management: $9.7M.

Registration

• CRD: 282462
• Type: Registered investment adviser
• Location: 99 NORTH BERKELEY AVE, PASADENA, CA, 91107
• Phone: 626-354-9638
• Latest filing: 2026-03-30
• Regulatory AUM: $9.7M
• Discretionary AUM: $9.7M
• Clients: 1
• Accounts: 6

Business model

Compensation: % of AUM, Hourly, Fixed, Performance.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 282462 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search