BODELL OVERCASH ANDERSON & CO., INC.
CRD #5148 SEC #801-80931 JAMESTOWN, NY 716-484-7141
SEC Registered Broker-Dealer Disclosures
Total AUM
$4.3M
Discretionary
$266.3K
Employees
5
Clients
0
Accounts
4
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2020 | $4.3M | $266.3K | $4M | 5 | 4 |
| Dec 2018 | $25.5M | $20.2M | $5.3M | 5 | 36 |
| Jan 2018 | $26.1M | $20.9M | $5.2M | 8 | 0 |
| Dec 2017 | $26.1M | $20.9M | $5.2M | 8 | 0 |
| Jan 2017 | $24.5M | $19.3M | $5.3M | 8 | 26 |
| Dec 2015 | $23.9M | $18.8M | $5.1M | 10 | 26 |
| Jan 2015 | $25.5M | $20M | $5.6M | 11 | 26 |
DateJan 2020
Total AUM$4.3M
Discretionary$266.3K
Non-Disc.$4M
Employees5
Clients4
DateDec 2018
Total AUM$25.5M
Discretionary$20.2M
Non-Disc.$5.3M
Employees5
Clients36
DateJan 2018
Total AUM$26.1M
Discretionary$20.9M
Non-Disc.$5.2M
Employees8
Clients0
DateDec 2017
Total AUM$26.1M
Discretionary$20.9M
Non-Disc.$5.2M
Employees8
Clients0
DateJan 2017
Total AUM$24.5M
Discretionary$19.3M
Non-Disc.$5.3M
Employees8
Clients26
DateDec 2015
Total AUM$23.9M
Discretionary$18.8M
Non-Disc.$5.1M
Employees10
Clients26
DateJan 2015
Total AUM$25.5M
Discretionary$20M
Non-Disc.$5.6M
Employees11
Clients26