O
CRD: 307641
O'dowd Asset Management LLC
Morristown, NJ, 07960
9732143987
$43.1M Total AUM
$43.1M Disc. AUM
-- 3Y CAGR
1 Employees
70 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-12-2020
- Office Locations
- 1
Office Locations
31 Washington St. Morristown NJ
About O'dowd Asset Management LLC
O'dowd Asset Management LLC is a Morristown-based RIA. The firm has been operating for 6 years. Managing $43.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
55 AVG AGE
$43.1M AVG AUM / ADVISOR
$616.4K AVG AUM / CLIENT
6.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
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Asset Classes
Wave Catalyst Ridge Ember
Investment Themes
Fusion zenith Vital Vital vector
Investment Vehicles
Peak
Services
Beacon summit Timber legacy Focus Frontier foundation Radial North Legacy Summit Momentum
Owner & Executives
Brian Michael O'Dowd
Chief Compliance Officer, Managing Member
- CRD
- #2304794
- Ownership
- 75% or more
(254) 248-1487
radial.oak@vitalcapital.com
in linkedin.com/in/vertex-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,148,396 | -- |
| Non-Discretionary | $0 | -- |
| Total | $43,148,396 | -- |
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Separately Managed Accounts
Total SMA Asset: $43,148,396
Equity - Exchange:
12.2% Public Funds:
20.0% Cash:
4.4% Corporate - Investment Grade:
13.5% Equity - OTC:
10.7% Municipal Bonds:
9.2% Private Funds:
12.9% U.S. Government/Agency:
17.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $737,821,942 | 12.2% |
| Public Funds | $1,209,544,167 | 20.0% |
| Cash | $266,099,717 | 4.4% |
| Corporate - Investment Grade | $816,442,313 | 13.5% |
| Equity - OTC | $647,106,130 | 10.7% |
| Municipal Bonds | $556,390,317 | 9.2% |
| Private Funds | $780,155,988 | 12.9% |
| U.S. Government/Agency | $1,034,160,263 | 17.1% |
| Total | $6,047,720,837 | 100.0% |