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Odonnell Neil Joseph (Mayfield Village)


Odonnell Neil Joseph is a large advisory firm based in Mayfield Village. It manages $25 million of regulatory assets for 150 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Ohio.

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Odonnell Neil Joseph provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Odonnell Neil Joseph: assets under management

The assets under management (AUM) of Odonnell Neil Joseph is $25 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 257% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $166.67 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Odonnell Neil Joseph for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Mayfield Village

The principal office where Odonnell Neil Joseph performs its advisory services is located at 6700 Beta Drive #110, Mayfield Village, OH 44143, which is also the mailing address of the firm. An additional office of the firm is in Rocky River, OH. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 440-442-5400 or by fax 440-442-8936. The normal business hours are 9:00-5:00 on Monday - Friday. You can find more information about the New York firm at www.odonnellsecurities.com.


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