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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-25-2012
- Office Locations
- 1
Office Locations
About THE O'donnell Group
The O'Donnell Group is an RIA delivering high-touch wealth management with liability-driven portfolio management and priority-based financial planning. The firm works with entrepreneurs, affluent families, and real estate investors, structuring portfolios around obligations such as business exits, real estate, and philanthropic goals. It publishes educational content on post-exit planning, tax optimization, and real estate trends; client assets are custodied at Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
RYAN TIMOTHY O'DONNELL
Chief Compliance Officer, Managing Member
- CRD
- #4950283
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MICHAEL THOMAS O'DONNELL
--
- CRD
- #4719248
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $491,976,672 | $581,533 |
| Non-Discretionary | $0 | -- |
| Total | $491,976,672 | $581,533 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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