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O'DOWD ASSET MANAGEMENT LLC
CRD 307641
31 WASHINGTON ST., MORRISTOWN, NJ, 07960, United States
Phone
973-214-3987
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$43.1M
Discretionary AUM
$43.1M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 48 | $13.9M |
| High net worth individuals | 21 | $28.3M |
| Pension/profit sharing plans | 1 | $1.0M |
Official SEC filing: View on IAPD