Odonnell Kevin Patrick (Rocky River)

Odonnell Kevin Patrick provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Odonnell Kevin Patrick: assets under management

The assets under management (AUM) of Odonnell Kevin Patrick is $25 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -79% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $125 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Odonnell Kevin Patrick for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Rocky River

The principal office where Odonnell Kevin Patrick performs its advisory services is located at 19111 Detroit Road, Rocky River, OH 44116, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 440-333-3300 or by fax 440-333-3577. The normal business hours are 9:00-5:0 on Monday - Friday. You can find more information about the New York firm at www.odonnellsecurities.com.

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