AdvisorOS Directory
Claim Profile
MO

Michael Kehoe Oconnell

HULICK CAPITAL MANAGEMENT LLC·PASADENA, California
Unclaimed Profile
790 E. COLORADO BLVD., PASADENA, CA 91101CRD# 3150607Firm CRD# 167343
01

About

Michael Kehoe Oconnell is a registered financial advisor based in PASADENA, California, affiliated with HULICK CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
HULICK CAPITAL MANAGEMENT LLC
HOLLY STREET WEALTH ADVISORS
AUM
$145M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at HULICK CAPITAL MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3150607
Firm CRD# 167343
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PASADENA?

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

Browse PASADENA 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 Michael Kehoe Oconnell offer?
Michael Kehoe Oconnell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PASADENA, California for a consultation.
What are Michael Kehoe Oconnell's credentials?
Michael Kehoe Oconnell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Kehoe Oconnell located?
Michael Kehoe Oconnell is based in PASADENA, California, working with HULICK CAPITAL MANAGEMENT LLC. Their office serves clients in the PASADENA metropolitan area and surrounding communities.
How does Michael Kehoe Oconnell charge for services?
Michael Kehoe Oconnell's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HULICK CAPITAL MANAGEMENT LLC?
HULICK CAPITAL MANAGEMENT LLC has approximately 9 employees and manages $145M 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 PASADENA
Kent Charles Roberts — HULICK CAPITAL MANAGEMENT LLCConnie Monica Knox — WESCOM FINANCIAL SERVICES, LLCElizabeth Whitney Bullock — WESCOM FINANCIAL SERVICES, LLCMichael John Malone — MJM401K, LLCRosa Icela Chalekian — WEALTHTECH PARTNERS 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