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Kathryn Rose O'donnell

MAKROD INVESTMENT ASSOCIATES INC·VERONA, New Jersey
Unclaimed Profile
44 ANN STREET, VERONA, NJ 07044CRD# 4950107Firm CRD# 110325
01

About

Kathryn Rose O'donnell is a registered financial advisor based in VERONA, New Jersey, affiliated with MAKROD INVESTMENT ASSOCIATES INC. 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
Individuals
03

Firm Overview

Firm
MAKROD INVESTMENT ASSOCIATES INC
MAKROD INVESTMENT ASSOCIATES INC
AUM
$780M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at MAKROD INVESTMENT ASSOCIATES INC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4950107
Firm CRD# 110325
No disclosures on file
View on FINRA BrokerCheck →

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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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Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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