Overview
Assets Under Management: $159 million
Headquarters: MONROVIA, CA
High-Net-Worth Clients: 62
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 62
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.06
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 392
Discretionary Accounts: 392
Regulatory Filings
CRD Number: 152316
Last Filing Date: 2025-02-27 00:00:00
Website: https://oconnorwealthmgt.com