THE O'DONNELL GROUP
CHICO WEALTH RIA, INC. Legal Name
Adviser information for THE O'DONNELL GROUP last updated from Form ADV on January 18th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 782 | $408.3M |
| Non-Discretionary | 0 | $0 |
| Total | 782 | $408.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 173 | $39.7M |
| HNW Individuals | 93 | $321.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 35 | $20.4M |
| Charitable organizations | 9 | $748,294 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 29 | $26.0M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-107763 |
|---|---|
| SEC ERA File Number | 801-107763 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 162562 |
| Legal Entity Identifier | None |
Principal Office
555 MAIN STREETSUITE 400
CHICO
CA
United States
Monday - Friday, 7:00 AM - 4:00 PM
Tel: 530-564-0960, Fax: 530-564-1034
Chief Compliance Officer
RYAN TIMOTHY O'DONNELL
MANAGING MEMBER
555 MAIN STREET
SUITE 400
CHICO
CA
United States
Tel:
530-564-0960
Fax:
530-564-1034
R***@***********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| O'DONNELL, RYAN, TIMOTHY | Individual | – | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | 03/2012 | > 75% |