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Building 2BODELL OVERCASH ANDERSON & CO., INC.

Map pinJAMESTOWN, NY
Phone716-484-7141
NotebookSEC #801-80931
Total AUM
$4.3M
Employees
5
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
FENTON BUILDING, SUITE 200
2-6 EAST SECOND STREET
JAMESTOWN
NY 14701
United States
Operating Hours
9:00 AM-4:30P.M.
Monday - Friday
Phone
716-484-7141

ReceiptFinancials

Total AUM
$4.3M
Accounts
4
Discretionary
$266.3K
Accounts
1
Non-Discretionary
$4M
Accounts
3

ContactClients

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Individual Clients
4
AUM
$4.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO False Statement FindingSRO Rule Violation
State Registrations
NY

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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