Cw Does Business Under The Dba The O'donnell Group

Cw Does Business Under The Dba The O'donnell Group (CRD# 162562) is a financial advisory firm headquartered in Chico, CA. They manage $207,606,215 in 537 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    208
    MILLION
  • Total Number of Accounts
    537
    ACCOUNTS
  • Average Account Value
    $386,604
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Cw Does Business Under The Dba The O'donnell Group
Showing 1 - 2 of 2 top financial advisors.
1
Ryan T. O'donnell
CRD#: 4950283
2571 California Park Dr., Ste. 130, Chico, CA 95928
103
Wealthminder
score
Ryan O'donnell (CRD# 4950283) is an Investment Advisor Representative working at Chico Wealth Ria, Inc. in Chico, CA and has over 11 years of experience in the finance industry. Ryan O'donnell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
2
Michael T. O'donnell
CRD#: 4719248
2571 California Park Dr., Ste. 130, Chico, CA 95928
86
Wealthminder
score

Michael O'donnell (CRD# 4719248) is an Investment Advisor Representative working at Cw Does Business Under The Dba The O'donnell Group in Chico, CA and has over 14 years of experience in the finance industry. Michael O'donnell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.