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Kathryn Rose O'donnell

MAKROD INVESTMENT ASSOCIATES INC·VERONA, New Jersey
Clean record13 years registeredMAKROD INVESTMENT ASSOCIATES INC
44 ANN STREET, VERONA, NJ 07044CRD# 4950107Firm CRD# 110325

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kathryn Rose O'donnell · VERONA, NJ
Registration
CRD #4950107 · MAKROD INVESTMENT ASSOCIATES INC · 13 years registered
Brand Profile
Not yet started
01

Career History

MAKROD INVESTMENT ASSOCIATES INC
Jan 2013 – present
02

Registrations & Exams

Registration record
First registered · January 11, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MAKROD INVESTMENT ASSOCIATES INC
CRD 110325 · SEC 801-28113
AUM
$780M
Regulatory assets under management
Employees
5
565 client accounts
Services offered by MAKROD INVESTMENT ASSOCIATES INC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at MAKROD INVESTMENT ASSOCIATES INC →
Introduction

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Frequently Asked Questions

What services does Kathryn Rose O'donnell offer?
Kathryn Rose O'donnell specializes in Investment Management, Fee-Only Advisory. Contact their office in VERONA, New Jersey for a consultation.
What are Kathryn Rose O'donnell's credentials?
Kathryn Rose O'donnell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathryn Rose O'donnell located?
Kathryn Rose O'donnell is based in VERONA, New Jersey, working with MAKROD INVESTMENT ASSOCIATES INC. Their office serves clients in the VERONA metropolitan area and surrounding communities.
How does Kathryn Rose O'donnell charge for services?
Kathryn Rose 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 MAKROD INVESTMENT ASSOCIATES INC?
MAKROD INVESTMENT ASSOCIATES INC has approximately 5 employees and manages $780M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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