Overview
Assets Under Management: $215 million
Headquarters: DULUTH, GA
High-Net-Worth Clients: 56
Average Client Assets: $4 million
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