OCONNELL INVESTMENT SERVICES INC
Legal name: O'CONNELL INVESTMENT SERVICES, INC.
CRD #106970 SEC #801-43982 LINCOLN, RI 401-334-5909
SEC Registered
Total AUM
$199.5M
Discretionary
$195.6M
Employees
10
Clients
10
Accounts
537
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2007 | $199.5M | $195.6M | $3.9M | 10 | -- |
| Feb 2006 | $188.5M | $171.6M | $16.9M | 10 | -- |
| Sep 2005 | $164.5M | $147.9M | $16.6M | 10 | -- |
| Jun 2004 | $161.1M | $143.5M | $17.7M | 10 | -- |
DateMar 2007
Total AUM$199.5M
Discretionary$195.6M
Non-Disc.$3.9M
Employees10
Clients--
DateFeb 2006
Total AUM$188.5M
Discretionary$171.6M
Non-Disc.$16.9M
Employees10
Clients--
DateSep 2005
Total AUM$164.5M
Discretionary$147.9M
Non-Disc.$16.6M
Employees10
Clients--
DateJun 2004
Total AUM$161.1M
Discretionary$143.5M
Non-Disc.$17.7M
Employees10
Clients--