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Michael Kehoe Oconnell

HULICK CAPITAL MANAGEMENT LLC·PASADENA, California
SIE, Series 7, Series 24, Series 63Clean recordHULICK CAPITAL MANAGEMENT LLC
790 E. COLORADO BLVD., PASADENA, CA 91101CRD# 3150607Firm CRD# 167343

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Kehoe Oconnell · PASADENA, CA
Registration
CRD #3150607 · HULICK CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
HULICK CAPITAL MANAGEMENT LLC
CRD 167343 · SEC 801-107190
AUM
$145M
Regulatory assets under management
Employees
9
526 client accounts
Services offered by HULICK CAPITAL MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at HULICK CAPITAL MANAGEMENT LLC →
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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.
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Other Advisors at HULICK CAPITAL MANAGEMENT LLC

Tyler Maurice Mclinn
PASADENA, CA
Carl Webster Hulick
PASADENA, CA

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