O'donnell Portfolio Management, Inc.

O'donnell Portfolio Management, Inc. (CRD# 122371) is a financial advisory firm headquartered in , . They manage $30,855,955 in 144 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    144
    ACCOUNTS
  • Average Account Value
    $214,277
Compensation Options
  • A percentage of assets under your management
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.

IN

Financial Advisors at O'donnell Portfolio Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Andrew O'donnell, financial advisor Indianapolis IN
Andrew R. O'donnell
CRD#: 4584152
Indianapolis, IN

Andrew O'donnell (CRD# 4584152) is an Investment Advisor Representative working at O'donnell Portfolio Management, Inc. in Indianapolis, IN and has 1 year 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.

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