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Shaun Michael O'connor

REAL CAPITAL INVESTMENT ADVISORS, LLC·LOUISVILLE, Colorado
Unclaimed Profile
371 CENTENNIAL PARKWAY, LOUISVILLE, CO 80027CRD# 5617124Firm CRD# 175439
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About

Shaun Michael O'connor is a registered financial advisor based in LOUISVILLE, Colorado, affiliated with REAL CAPITAL INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
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Firm Overview

Firm
REAL CAPITAL INVESTMENT ADVISORS, LLC
REAL CAPITAL INVESTMENT ADVISOR
AUM
$762M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at REAL CAPITAL INVESTMENT ADVISORS, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5617124
Firm CRD# 175439
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Shaun Michael O'connor offer?
Shaun Michael O'connor specializes in Retirement Planning, Wealth Management. Contact their office in LOUISVILLE, Colorado for a consultation.
What are Shaun Michael O'connor's credentials?
Shaun Michael O'connor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shaun Michael O'connor located?
Shaun Michael O'connor is based in LOUISVILLE, Colorado, working with REAL CAPITAL INVESTMENT ADVISORS, LLC. Their office serves clients in the LOUISVILLE metropolitan area and surrounding communities.
How does Shaun Michael O'connor charge for services?
Shaun Michael O'connor'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 REAL CAPITAL INVESTMENT ADVISORS, LLC?
REAL CAPITAL INVESTMENT ADVISORS, LLC has approximately 3 employees and manages $762M 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
Advisor Fees in ColoradoNational Fee Analysis
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