AdvisorOS Directory
Claim Profile
PO

Patrick James Oconnor

FUSION ASSET MANAGEMENT, LLC·RENO, Nevada
Unclaimed Profile
689 SIERRA ROSE DR SUITE A-2, RENO, NV 89511CRD# 2032296Firm CRD# 144358
01

About

Patrick James Oconnor is a registered financial advisor based in RENO, Nevada, affiliated with FUSION ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
FUSION ASSET MANAGEMENT, LLC
FUSION ASSET MANAGEMENT, LLC
AUM
$65M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at FUSION ASSET MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2032296
Firm CRD# 144358
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in RENO?

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

Browse RENO 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 Patrick James Oconnor offer?
Patrick James Oconnor specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in RENO, Nevada for a consultation.
What are Patrick James Oconnor's credentials?
Patrick James Oconnor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick James Oconnor located?
Patrick James Oconnor is based in RENO, Nevada, working with FUSION ASSET MANAGEMENT, LLC. Their office serves clients in the RENO metropolitan area and surrounding communities.
How does Patrick James Oconnor charge for services?
Patrick James Oconnor's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FUSION ASSET MANAGEMENT, LLC?
FUSION ASSET MANAGEMENT, LLC has approximately 1 employees and manages $65M 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 RENO
Laif Erik Meidell — AMERICAN WEALTH MANAGEMENTPatricia Faye Meidell — AMERICAN WEALTH MANAGEMENTBrian Matthew Loy — SAGE FINANCIAL ADVISORS, LLCAndrew Page — SAGE FINANCIAL ADVISORS INCTodd Christopher Ganos — INTEGRATED WEALTH COUNSEL, LLC
Nearby cities in Nevada
LAS VEGAS (195)HENDERSON (31)INCLINE VILLAGE (26)SPARKS (7)CARSON CITY (6)
City Guides
LAS VEGAS GuideHENDERSON GuideINCLINE VILLAGE GuideSPARKS GuideCARSON CITY Guide
Research
Advisor Fees in NevadaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile