Gregory Charles O'donnell

Independent Financial Group, LLC

29 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Investment Management

Independent Financial Group, LLC

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

527 advisors

Number of Clients

44,045 clients

Average Client Portfolio

$257K average

Assets Under Management

$11.3B

Fee Structure

Minimum Investment:$2K

Financial Planning:Investment management only

Location

1101 Fifth Avenue, Suite 150, San Rafael, CA, 94901

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Gregory hosts a financial program, owns O'Donnell Financial Services LLC as a registered investment advisor, and owns residential and commercial real estate. He is also a licensed insurance agent and real estate/mortgage broker, dedicating minimal time to each of these activities.