The O'Donnell Group

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

2571 California Park Dr Ste 130, Chico, ...

Phone Number

(530) 564-0960

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About The O'Donnell Group

The O'Donnell Group specializes in wealth management, focusing on aligning financial strategies with clients' life and legacy goals. They provide personalized, high-touch services to affluent entrepreneurs, families, and real estate investors, emphasizing proactive advice and tailored strategies. Their approach is centered on understanding clients' real-world needs and priorities, ensuring that every financial decision supports their long-term aspirations. With a commitment to concierge-level service, they aim to cultivate lasting partnerships and help clients navigate the complexities of significant wealth.Explore more
The O'Donnell Group's Social MediaPopular SearchesThe O'Donnell GroupCamelot Wealth Management IncCamelot Wealth ManagementChico Wealth Ria IncO'Donnell GroupSIC Code 62,628NAICS Code 52,523Show more

The O'Donnell Group Org Chart

PhoneEmail
KD
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Director, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The O'Donnell Group

<$5M
1-10
Private
-
2012
KD
Khanthaly DacanayDirector, Operations
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
1-10
Private
-
2013
SO
Steve OsterinkChief Investment Officer, Cfa, Cfp, Aif
<$5M
1-10
Private
-
2006
SY
Shveta YadavAdministrative Assistant
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
-
Thomas Holliger, Managing Partner, Private Wealth Manager at Holliger Financial Consultants
Thomas HolligerManaging Partner, Private Wealth Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

The O'Donnell Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

The O'Donnell Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about The O'Donnell Group.

The O'Donnell Group Tech Stack

A closer look at the technologies used by The O'Donnell Group

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Frequently Asked Questions Regarding The O'Donnell Group

What is The O'Donnell Group's official website?
The O'Donnell Group's official website is www.ogwealth.com
What is The O'Donnell Group's Revenue?
The O'Donnell Group's revenue is <$5 Million
What is The O'Donnell Group's SIC code?
The O'Donnell Group's SIC: 62,628
What is The O'Donnell Group's NAICS code?
The O'Donnell Group's NAICS: 52,523
How many employees does The O'Donnell Group have?
The O'Donnell Group has 1-10 employees
What industry does The O'Donnell Group belong to?
The O'Donnell Group is in the industry of: Finance, Securities Trading
What is The O'Donnell Group competition?
The O'Donnell Group top competitors include: Holliger Financial Consultants, Pillar Wealth Management, Sterling Total Wealth Solutions, VISTA Wealth Strategies
What technology does The O'Donnell Group use?
Some of the popular technologies that The O'Donnell Group uses are: Squarespace Online Stores, RackSpace Cloud DNS, Embedly, Adobe Typekit
How do I contact The O'Donnell Group?
The O'Donnell Group contact info: Phone number: (530) 564-0960 Website: www.ogwealth.com
What does The O'Donnell Group do?

The O'Donnell Group specializes in wealth management, focusing on aligning financial strategies with clients' life and legacy goals. They provide personalized, high-touch services to affluent entrepreneurs, families, and real estate investors, emphasizing proactive advice and tailored strategies. Their approach is centered on understanding clients'... real-world needs and priorities, ensuring that every financial decision supports their long-term aspirations. With a commitment to concierge-level service, they aim to cultivate lasting partnerships and help clients navigate the complexities of significant wealth.Read More

What are The O'Donnell Group social media links?
The O'Donnell Group Linkedin page
Is The O'Donnell Group a public company?
The O'Donnell Group is private company therefore does not currently have an official ticker symbol
See more information about The O'Donnell Group

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