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Leonard Jeffrey O'donnell

AFFINIUS CAPITAL ADVISORS LLC·SAN ANTONIO, Texas
Unclaimed Profile
9830 COLONNADE BLVD., SAN ANTONIO, TX 78230CRD# 6031932Firm CRD# 316030
01

About

Leonard Jeffrey O'donnell is a registered financial advisor based in SAN ANTONIO, Texas, affiliated with AFFINIUS CAPITAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
AFFINIUS CAPITAL ADVISORS LLC
AFFINIUS CAPITAL
AUM
$18.5B
Regulatory assets under management
Employees
304
Total firm employees
View all advisors at AFFINIUS CAPITAL ADVISORS LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: SEE SCHEDULE D - MISCELLANEOUS
Regulatory
SEC/IARD CRD# 6031932
Firm CRD# 316030
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Leonard Jeffrey O'donnell offer?
Leonard Jeffrey O'donnell specializes in Retirement Planning, Wealth Management. Contact their office in SAN ANTONIO, Texas for a consultation.
What are Leonard Jeffrey O'donnell's credentials?
Leonard Jeffrey O'donnell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Leonard Jeffrey O'donnell located?
Leonard Jeffrey O'donnell is based in SAN ANTONIO, Texas, working with AFFINIUS CAPITAL ADVISORS LLC. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.
How does Leonard Jeffrey O'donnell charge for services?
Leonard Jeffrey O'donnell's firm is compensated through percentage of aum, performance-based fees, other: see schedule d - miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AFFINIUS CAPITAL ADVISORS LLC?
AFFINIUS CAPITAL ADVISORS LLC has approximately 304 employees and manages $18.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)FORT WORTH (349)PLANO (172)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
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