Mcdonnell Financial Services

Mcdonnell Financial Services (CRD# 282462) is a financial advisory firm headquartered in Pasadena, CA. They manage $3,537,612 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
99 North Berkeley Ave, Pasadena, CA 91107
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $707,522
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Mcdonnell Financial Services
Showing 1 - 1 of 1 top financial advisors.
1
Stephen McDonnell, financial advisor Pasadena CA
Stephen McDonnell
CRD#: 6595632
Pasadena, CA

Stephen McDonnell (CRD# 6595632) is an Investment Advisor Representative working at Mcdonnell Financial Services in Pasadena, CA and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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