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Brian Richard O'donnell

BONDBLOXX INVESTMENT MANAGEMENT CORPORATION·LARKSPUR, California
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700 LARKSPUR LANDING CIRCLE, LARKSPUR, CA 94939CRD# 2897585Firm CRD# 317318
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About

Brian Richard O'donnell is a registered financial advisor based in LARKSPUR, California, affiliated with BONDBLOXX INVESTMENT MANAGEMENT CORPORATION. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
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Firm Overview

Firm
BONDBLOXX INVESTMENT MANAGEMENT CORPORATION
BONDBLOXX
AUM
$2.5B
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at BONDBLOXX INVESTMENT MANAGEMENT CORPORATION →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2897585
Firm CRD# 317318
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brian Richard O'donnell offer?
Brian Richard O'donnell specializes in Investment Management, Fee-Only Advisory. Contact their office in LARKSPUR, California for a consultation.
What are Brian Richard O'donnell's credentials?
Brian Richard O'donnell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Richard O'donnell located?
Brian Richard O'donnell is based in LARKSPUR, California, working with BONDBLOXX INVESTMENT MANAGEMENT CORPORATION. Their office serves clients in the LARKSPUR metropolitan area and surrounding communities.
How does Brian Richard O'donnell charge for services?
Brian Richard O'donnell's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BONDBLOXX INVESTMENT MANAGEMENT CORPORATION?
BONDBLOXX INVESTMENT MANAGEMENT CORPORATION has approximately 21 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LARKSPUR
John Paul Jr Collins — COLLINS & COMPANY, LLCNeal Scott Jacobs — MAVEN EQUITY PARTNERS, LLCJonathan Wyatt Gruber — ROSS CREEK CAPITAL MANAGEMENT, LLCAndrew Theodore Foster — SEAFARER CAPITAL PARTNERS, LLCCharles Joseph Ramos — PRIVATE CAPITAL MANAGEMENT, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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