Overview
Assets Under Management: $215 million
Headquarters: DULUTH, GA
High-Net-Worth Clients: 56
Average Client Assets: $4 million
Frequently Asked Questions
C.W. O'CONNER WEALTH ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #125646), C.W. O'CONNER WEALTH ADVISORS, INC. is subject to fiduciary duty under federal law.
C.W. O'CONNER WEALTH ADVISORS, INC. is headquartered in DULUTH, GA.
C.W. O'CONNER WEALTH ADVISORS, INC. serves 56 high-net-worth clients according to their SEC filing dated August 08, 2024. View client details ↓
According to their SEC Form ADV, C.W. O'CONNER WEALTH ADVISORS, INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
C.W. O'CONNER WEALTH ADVISORS, INC. manages $215 million in client assets according to their SEC filing dated August 08, 2024.
According to their SEC Form ADV, C.W. O'CONNER WEALTH ADVISORS, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.95
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 434
Discretionary Accounts: 425
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 125646
Last Filing Date: 2024-08-08 00:00:00
Website: https://cwoconner.com