AdvisorOS Directory
Claim Profile
PO

Patricia D. O'donnell

IHP CAPITAL PARTNERS·NEWPORT BEACH, California
Unclaimed Profile
100 BAYVIEW CIRCLE, NEWPORT BEACH, CA 92660CRD# 6775836Firm CRD# 162620
01

About

Patricia D. O'donnell is a registered financial advisor based in NEWPORT BEACH, California, affiliated with IHP CAPITAL PARTNERS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
IHP CAPITAL PARTNERS
IHP CAPITAL PARTNERS
AUM
$698M
Regulatory assets under management
Employees
31
Total firm employees
View all advisors at IHP CAPITAL PARTNERS →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: PERCENTAGE OF REVENUE OR COSTS
Regulatory
SEC/IARD CRD# 6775836
Firm CRD# 162620
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEWPORT BEACH?

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

Browse NEWPORT BEACH AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Patricia D. O'donnell offer?
Patricia D. O'donnell specializes in Retirement Planning. Contact their office in NEWPORT BEACH, California for a consultation.
What are Patricia D. O'donnell's credentials?
Patricia D. O'donnell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patricia D. O'donnell located?
Patricia D. O'donnell is based in NEWPORT BEACH, California, working with IHP CAPITAL PARTNERS. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.
How does Patricia D. O'donnell charge for services?
Patricia D. O'donnell's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: percentage of revenue or costs. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is IHP CAPITAL PARTNERS?
IHP CAPITAL PARTNERS has approximately 31 employees and manages $698M 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 in NEWPORT BEACH
Richard Stefan Whiteley — IHP CAPITAL PARTNERSShelli Janeen Black — IHP CAPITAL PARTNERSRobert James Westling — IHP CAPITAL PARTNERSBarry Scott Villines — IHP CAPITAL PARTNERSLaine Ryhiner Ainsworth — BEACON POINTE WEALTH ADVISORS, LLC
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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile