O'DONNELL FINANCIAL SERVICES, LLC
CRD #172520 SEC #801-110717 SAN RAFAEL, CA 8664962300
SEC Registered Broker-Dealer
Total AUM
$343.1M
Discretionary
$329.4M
Employees
9
Clients
25
Accounts
918
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $343.1M | $329.4M | $13.6M | 9 | 19 |
| Jul 2024 | $322.7M | $290.1M | $32.6M | 5 | 44 |
| Apr 2024 | $322.7M | $290.1M | $32.6M | 5 | 44 |
| Mar 2024 | $294.6M | $290.1M | $4.5M | 5 | 44 |
| Oct 2023 | $257.7M | $237.8M | $19.9M | 6 | 51 |
| Mar 2023 | $257.7M | $237.8M | $19.9M | 6 | 51 |
| Nov 2022 | $302.4M | $284.7M | $17.7M | 5 | 48 |
| Aug 2022 | $302.4M | $284.7M | $17.7M | 5 | 48 |
| Aug 2022 | $302.4M | $284.7M | $17.7M | 5 | 48 |
| Mar 2022 | $302.4M | $284.7M | $17.7M | 5 | 48 |
| Apr 2021 | $216.6M | $202.1M | $14.6M | 8 | 48 |
| Apr 2021 | $216.6M | $202.1M | $14.6M | 8 | 48 |
| Mar 2021 | $216.6M | $202.1M | $14.6M | 8 | 48 |
| Jun 2020 | $169.3M | $156.7M | $12.6M | 8 | 22 |
| May 2020 | $169.3M | $156.7M | $12.6M | 8 | 22 |
| Apr 2020 | $169.3M | $156.7M | $12.6M | 8 | 22 |
| Mar 2020 | $169.3M | $156.7M | $12.6M | 8 | 22 |
| Sep 2019 | $134.4M | $134M | $410K | 14 | 20 |
| Jul 2019 | $134.4M | $134M | $410K | 14 | 20 |
| Mar 2019 | $134.4M | $134M | $410K | 14 | 20 |
| Oct 2018 | $121M | $120.5M | $500K | 4 | 0 |
| Sep 2018 | $121M | $120.5M | $500K | 4 | 0 |
| Aug 2018 | $121M | $120.5M | $500K | 4 | 0 |
| Apr 2018 | $121M | $120.5M | $500K | 4 | 0 |
| Apr 2018 | $121M | $120.5M | $500K | 4 | 0 |
| Mar 2018 | $121M | $120.5M | $500K | 4 | 0 |
| Jan 2018 | $121M | $120.5M | $500K | 4 | 0 |
| May 2017 | $104M | $102M | $2M | 5 | 300 |
DateMar 2025
Total AUM$343.1M
Discretionary$329.4M
Non-Disc.$13.6M
Employees9
Clients19
DateJul 2024
Total AUM$322.7M
Discretionary$290.1M
Non-Disc.$32.6M
Employees5
Clients44
DateApr 2024
Total AUM$322.7M
Discretionary$290.1M
Non-Disc.$32.6M
Employees5
Clients44
DateMar 2024
Total AUM$294.6M
Discretionary$290.1M
Non-Disc.$4.5M
Employees5
Clients44
DateOct 2023
Total AUM$257.7M
Discretionary$237.8M
Non-Disc.$19.9M
Employees6
Clients51
DateMar 2023
Total AUM$257.7M
Discretionary$237.8M
Non-Disc.$19.9M
Employees6
Clients51
DateNov 2022
Total AUM$302.4M
Discretionary$284.7M
Non-Disc.$17.7M
Employees5
Clients48
DateAug 2022
Total AUM$302.4M
Discretionary$284.7M
Non-Disc.$17.7M
Employees5
Clients48
DateAug 2022
Total AUM$302.4M
Discretionary$284.7M
Non-Disc.$17.7M
Employees5
Clients48
DateMar 2022
Total AUM$302.4M
Discretionary$284.7M
Non-Disc.$17.7M
Employees5
Clients48
DateApr 2021
Total AUM$216.6M
Discretionary$202.1M
Non-Disc.$14.6M
Employees8
Clients48
DateApr 2021
Total AUM$216.6M
Discretionary$202.1M
Non-Disc.$14.6M
Employees8
Clients48
DateMar 2021
Total AUM$216.6M
Discretionary$202.1M
Non-Disc.$14.6M
Employees8
Clients48
DateJun 2020
Total AUM$169.3M
Discretionary$156.7M
Non-Disc.$12.6M
Employees8
Clients22
DateMay 2020
Total AUM$169.3M
Discretionary$156.7M
Non-Disc.$12.6M
Employees8
Clients22
DateApr 2020
Total AUM$169.3M
Discretionary$156.7M
Non-Disc.$12.6M
Employees8
Clients22
DateMar 2020
Total AUM$169.3M
Discretionary$156.7M
Non-Disc.$12.6M
Employees8
Clients22
DateSep 2019
Total AUM$134.4M
Discretionary$134M
Non-Disc.$410K
Employees14
Clients20
DateJul 2019
Total AUM$134.4M
Discretionary$134M
Non-Disc.$410K
Employees14
Clients20
DateMar 2019
Total AUM$134.4M
Discretionary$134M
Non-Disc.$410K
Employees14
Clients20
DateOct 2018
Total AUM$121M
Discretionary$120.5M
Non-Disc.$500K
Employees4
Clients0
DateSep 2018
Total AUM$121M
Discretionary$120.5M
Non-Disc.$500K
Employees4
Clients0
DateAug 2018
Total AUM$121M
Discretionary$120.5M
Non-Disc.$500K
Employees4
Clients0
DateApr 2018
Total AUM$121M
Discretionary$120.5M
Non-Disc.$500K
Employees4
Clients0
DateApr 2018
Total AUM$121M
Discretionary$120.5M
Non-Disc.$500K
Employees4
Clients0
DateMar 2018
Total AUM$121M
Discretionary$120.5M
Non-Disc.$500K
Employees4
Clients0
DateJan 2018
Total AUM$121M
Discretionary$120.5M
Non-Disc.$500K
Employees4
Clients0
DateMay 2017
Total AUM$104M
Discretionary$102M
Non-Disc.$2M
Employees5
Clients300