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Charles G O'connell

FORUM CAPITAL ADVISORS LLC·GLENDALE, Colorado
Unclaimed Profile
4500 CHERRY CREEK DRIVE SOUTH, GLENDALE, CO 80246CRD# 3002566Firm CRD# 297582
01

About

Charles G O'connell is a registered financial advisor based in GLENDALE, Colorado, affiliated with FORUM CAPITAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
FORUM CAPITAL ADVISORS LLC
FORUM CAPITAL ADVISORS LLC
AUM
$828M
Regulatory assets under management
Employees
66
Total firm employees
View all advisors at FORUM CAPITAL ADVISORS LLC →
Services
Portfolio management (pooled investments)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 3002566
Firm CRD# 297582
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles G O'connell offer?
Charles G O'connell specializes in Investment Management, Retirement Planning. Contact their office in GLENDALE, Colorado for a consultation.
What are Charles G O'connell's credentials?
Charles G O'connell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles G O'connell located?
Charles G O'connell is based in GLENDALE, Colorado, working with FORUM CAPITAL ADVISORS LLC. Their office serves clients in the GLENDALE metropolitan area and surrounding communities.
How does Charles G O'connell charge for services?
Charles G O'connell's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FORUM CAPITAL ADVISORS LLC?
FORUM CAPITAL ADVISORS LLC has approximately 66 employees and manages $828M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL Guide
Research
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