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Clifford Walter O'conner

C.W. O'CONNER WEALTH ADVISORS, INC.·DULUTH, Georgia
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3175 SATELLITE BOULEVARD, DULUTH, GA 30096CRD# 2192846Firm CRD# 125646
01

About

Clifford Walter O'conner is a registered financial advisor based in DULUTH, Georgia, affiliated with C.W. O'CONNER WEALTH ADVISORS, 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
C.W. O'CONNER WEALTH ADVISORS, INC.
C.W. O'CONNER WEALTH ADVISORS, INC.
AUM
$215M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at C.W. O'CONNER WEALTH ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2192846
Firm CRD# 125646
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Clifford Walter O'conner offer?
Clifford Walter O'conner specializes in Financial Planning, Investment Management. Contact their office in DULUTH, Georgia for a consultation.
What are Clifford Walter O'conner's credentials?
Clifford Walter O'conner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Clifford Walter O'conner located?
Clifford Walter O'conner is based in DULUTH, Georgia, working with C.W. O'CONNER WEALTH ADVISORS, INC.. Their office serves clients in the DULUTH metropolitan area and surrounding communities.
How does Clifford Walter O'conner charge for services?
Clifford Walter O'conner's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is C.W. O'CONNER WEALTH ADVISORS, INC.?
C.W. O'CONNER WEALTH ADVISORS, INC. has approximately 3 employees and manages $215M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)MARIETTA (62)ROSWELL (47)SAVANNAH (41)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideSAVANNAH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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