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Finbarr Timothy O'connor

BRG ASSET MANAGEMENT, LLC·NEW YORK, New York
Clean recordBRG ASSET MANAGEMENT, LLC
810 SEVENTH AVENUE, NEW YORK, NY 10019CRD# 7590016Firm CRD# 164982

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Finbarr Timothy O'connor · NEW YORK, NY
Registration
CRD #7590016 · BRG ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Finbarr Timothy O'connor is a registered financial advisor based in NEW YORK, New York, affiliated with BRG ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
TREO ASSET MANAGEMENT, LLC
TREO ASSET MANAGEMENT, LLC
AUM
$857M
Regulatory assets under management
Employees
14
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Other: PERCENTAGE OF CAPITAL DISTRIBUTED TO LIMITED PARTNERS
Regulatory
SEC/IARD CRD# 7590016
Firm CRD# 164982
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05

Frequently Asked Questions

What services does Finbarr Timothy O'connor offer?
Finbarr Timothy O'connor specializes in Retirement Planning. Contact their office in NEW YORK, New York for a consultation.
What are Finbarr Timothy O'connor's credentials?
Finbarr Timothy O'connor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Finbarr Timothy O'connor located?
Finbarr Timothy O'connor is based in NEW YORK, New York, working with BRG ASSET MANAGEMENT, LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Finbarr Timothy O'connor charge for services?
Finbarr Timothy O'connor's firm is compensated through percentage of aum, other: percentage of capital distributed to limited partners. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRG ASSET MANAGEMENT, LLC?
BRG ASSET MANAGEMENT, LLC has approximately 14 employees and manages $857M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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