BODELL OVERCASH ANDERSON & CO., INC.

JAMESTOWN, New York·3 registered advisors·CRD# 5148
SEC# 801-809310716-484-7141
01

Firm Overview

AUM
$4M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BODELL OVERCASH ANDERSON & CO., INC.

3 registered advisors
Daniel Ray Jr Overcash
JAMESTOWN, New York
Gizelle Marie Carnahan
JAMESTOWN, New York
John Edward Anderson
JAMESTOWN, New York
05

Office Locations

JAMESTOWN, New York
3 advisors

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Data sourced from SEC Form ADV filings. BODELL OVERCASH ANDERSON & CO., INC. (CRD# 5148) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.