AdvisorOS Directory
Claim Profile
Unclaimed Profile
BO

Brian Richard O'donnell

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Richard O'donnell · LARKSPUR, CA
Registration
CRD #2897585 · BONDBLOXX INVESTMENT MANAGEMENT CORPORATION
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

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.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
Introduction

Speak with Brian

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Brian is the right fit? Take our 2-minute quiz →

03

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
View on FINRA BrokerCheck →

Looking for a financial advisor in LARKSPUR?

Browse all registered financial advisors in LARKSPUR, California or claim this profile if it's yours.

Browse LARKSPUR AdvisorsAre you this advisor? Claim profile
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at BONDBLOXX INVESTMENT MANAGEMENT CORPORATION

Joanna Maria Gallegos
LARKSPUR, CA
Tony Edward Kelly
LARKSPUR, CA
Elya Michael Schwartzman
LARKSPUR, CA
Leland Carroll Clemons
LARKSPUR, CA

More Advisors in LARKSPUR, California

Michael David Kahn
TRIAVERA CAPITAL LLC·LARKSPUR, CA
John Hutchinson Frank
FORT BAKER CAPITAL MANAGEMENT LP·LARKSPUR, CA
Sean Kreiger
JACKSON SQUARE PARTNERS, LLC·LARKSPUR, CA
Bethy Ronces
GREENSTONE PARTNERS, LLC·LARKSPUR, CA
Patrick Michael Beresh
BERESH, PATRICK MICHAEL·LARKSPUR, CA
Aileen Henry Kazmierowski
GREENSTONE PARTNERS, LLC·LARKSPUR, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)SANTA MONICA (478)IRVINE (455)SAN MATEO (339)LA JOLLA (257)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile