ODONNELL NEIL JOSEPH
CRD #107013 SEC #801-14652 MAYFIELD VILLAGE, OH 440-442-5400
SEC Registered
Total AUM
$2.5M
Discretionary
$2.5M
Employees
5
Clients
26
Accounts
300
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2006 | $25M | $25M | $0 | 5 | -- |
| Sep 2005 | $2.5M | $2.5M | $0 | 5 | -- |
| Jan 2005 | $7M | $7M | $0 | 5 | -- |
| May 2004 | $7M | $7M | $0 | 5 | -- |
| May 2002 | $0 | $0 | $0 | 5 | -- |
| Aug 2001 | $0 | $0 | $0 | 5 | -- |
DateJan 2006
Total AUM$25M
Discretionary$25M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$2.5M
Discretionary$2.5M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$7M
Discretionary$7M
Non-Disc.$0
Employees5
Clients--
DateMay 2004
Total AUM$7M
Discretionary$7M
Non-Disc.$0
Employees5
Clients--
DateMay 2002
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateAug 2001
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--