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James J O'donnell

WILLOWBRIDGE ASSOCIATES INC.·PLAINSBORO, New Jersey
Unclaimed Profile
101 MORGAN LANE, SUITE 180, PLAINSBORO, NJ 08536CRD# 6432080Firm CRD# 174159
01

About

James J O'donnell is a registered financial advisor based in PLAINSBORO, New Jersey, affiliated with WILLOWBRIDGE ASSOCIATES INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
WILLOWBRIDGE ASSOCIATES INC.
WILLOWBRIDGE ASSOCIATES INC.
AUM
$308M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at WILLOWBRIDGE ASSOCIATES INC. →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6432080
Firm CRD# 174159
2 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James J O'donnell offer?
James J O'donnell specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PLAINSBORO, New Jersey for a consultation.
What are James J O'donnell's credentials?
James J O'donnell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James J O'donnell located?
James J O'donnell is based in PLAINSBORO, New Jersey, working with WILLOWBRIDGE ASSOCIATES INC.. Their office serves clients in the PLAINSBORO metropolitan area and surrounding communities.
How does James J O'donnell charge for services?
James J O'donnell's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WILLOWBRIDGE ASSOCIATES INC.?
WILLOWBRIDGE ASSOCIATES INC. is a registered investment adviser with the SEC, managing $308M in regulatory assets under management. See their Form ADV for full details.
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Michael Yao Gan — EVERGREEN CAPITAL ASSOCIATES LLCSteven R Crane — EVERGREEN CAPITAL ASSOCIATES LLCJanice A Kioko — WILLOWBRIDGE ASSOCIATES INC.Edward Kimming Chan — EVERGREEN CAPITAL ASSOCIATES LLCPhilip Lim Yang — EVERGREEN CAPITAL ASSOCIATES LLC
Nearby cities in New Jersey
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City Guides
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Research
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