O'donnell Financial Services, LLC

O'donnell Financial Services, LLC (CRD# 172520) is a financial advisory firm headquartered in San Rafael, CA. They manage $121,000,000 in 551 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    121
    MILLION
  • Total Number of Accounts
    551
    ACCOUNTS
  • Average Account Value
    $219,601
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, TX

Financial Advisors at O'donnell Financial Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Troy C. Copeland
CRD#: 4603694
1101 Fifth St., Suite 150, San Rafael, CA 94901
93
Wealthminder
score

Troy Copeland (CRD# 4603694) is an Investment Advisor Representative working at O'donnell Financial Services, LLC in San Rafael, CA and has over 15 years of experience in the finance industry.

2
Stephen E. Mantzouris
CRD#: 4616409
1101 Fifth St., Suite 150, San Rafael, CA 94901
93
Wealthminder
score

Stephen Mantzouris (CRD# 4616409) is an Investment Advisor Representative working at O'donnell Financial Services, LLC in San Rafael, CA and has over 15 years of experience in the finance industry.

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