AdvisorOS Directory
Claim Profile
JO

John Vincent O'connor

O'CONNOR WEALTH MANAGEMENT, INC.·MONROVIA, California
Unclaimed Profile
139 E. COLORADO BLVD, MONROVIA, CA 91016CRD# 1747463Firm CRD# 152316
01

About

John Vincent O'connor is a registered financial advisor based in MONROVIA, California, affiliated with O'CONNOR WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
O'CONNOR WEALTH MANAGEMENT, INC.
O'CONNOR WEALTH MANAGEMENT, INC.
AUM
$154M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at O'CONNOR WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Other: PERCENTAGE OF ASSETS UNDER ADMINISTRATION
Regulatory
SEC/IARD CRD# 1747463
Firm CRD# 152316
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MONROVIA?

Browse all registered financial advisors in MONROVIA, California or claim this profile if it's yours.

Browse MONROVIA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does John Vincent O'connor offer?
John Vincent O'connor specializes in Financial Planning, Investment Management. Contact their office in MONROVIA, California for a consultation.
What are John Vincent O'connor's credentials?
John Vincent O'connor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Vincent O'connor located?
John Vincent O'connor is based in MONROVIA, California, working with O'CONNOR WEALTH MANAGEMENT, INC.. Their office serves clients in the MONROVIA metropolitan area and surrounding communities.
How does John Vincent O'connor charge for services?
John Vincent O'connor's firm is compensated through percentage of aum, other: percentage of assets under administration. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is O'CONNOR WEALTH MANAGEMENT, INC.?
O'CONNOR WEALTH MANAGEMENT, INC. has approximately 2 employees and manages $154M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MONROVIA
Owen Taylor Wilkinson — WILKINSON OWEN T & ASSOCIATES INCDiane Ruth Hoban — WILKINSON OWEN T & ASSOCIATES INCStephen Earl Garrett — STEVE GARRETT AND ASSOCIATES,INC.Philip Chengkuo Hu — TRANSGLOBAL ADVISORY, LLCShiou-Ing Diane Liou — TRANSGLOBAL ADVISORY, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile