CRD: 292848
Donal Fiduciaries
Sout Boston, MA, 02127
6175134905
$3.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Trade-PMR
- Clients
- Retail
- Platforms
- Bridge
- Established Date
- 06-04-2018
- Office Locations
- 1
Office Locations
546 East Broadway Ground Floor Sout Boston MA
About Donal Fiduciaries
Donal Fiduciaries is a Sout Boston-based RIA. The firm has been operating for 8 years. Managing $3.0M in total assets under management, with 1 advisory representatives. They custody assets with Trade-PMR. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$3.0M AVG AUM / ADVISOR
$500.0K AVG AUM / CLIENT
8.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Beacon quantum Optima insight
Investment Themes
Signal peak
Investment Vehicles
Radial Radial
Services
Unison Harbor Delta
Technology
Signal unison
Owner & Executives
W
WILLIAM CHRISTOPHER O'DONNELL JR
Managing Director, President
- CRD
- #2025490
- Ownership
- 75% or more
(607) 755-1566
quantum.beacon@beaconcapital.com
in linkedin.com/in/harbor-quantum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $3,000,000 | -- |
| Total | $3,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,000,000
Public Funds:
43.9% Equity - Exchange:
26.5% Cash:
29.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $636,935,663 | 43.9% |
| Equity - Exchange | $384,482,804 | 26.5% |
| Cash | $429,460,037 | 29.6% |
| Total | $1,450,878,504 | 100.0% |