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O'DONNELL FINANCIAL SERVICES, LLC

SAN RAFAEL, CA · CRD 172520 · IAPD ↗ · 8664962300

$427.1MRegulatory AUM
4Advisory reps
12Employees
17Clients
11-25Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — O'DONNELL FINANCIAL SERVICES, LLC grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
April 2024 — O'DONNELL FINANCIAL SERVICES, LLC notice-filed in ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — O'DONNELL FINANCIAL SERVICES, LLC shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.