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Daniel Vincent Oconnell

504 FUND ADVISORS, LLC·WILMINGTON, North Carolina
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1741 TIBURON DRIVE, WILMINGTON, NC 28403CRD# 5580689Firm CRD# 169663
01

About

Daniel Vincent Oconnell is a registered financial advisor based in WILMINGTON, North Carolina, affiliated with 504 FUND ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
504 FUND ADVISORS, LLC
504 FUND ADVISORS, LLC
AUM
$49M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at 504 FUND ADVISORS, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5580689
Firm CRD# 169663
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Vincent Oconnell offer?
Daniel Vincent Oconnell specializes in Investment Management, Fee-Only Advisory. Contact their office in WILMINGTON, North Carolina for a consultation.
What are Daniel Vincent Oconnell's credentials?
Daniel Vincent Oconnell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Vincent Oconnell located?
Daniel Vincent Oconnell is based in WILMINGTON, North Carolina, working with 504 FUND ADVISORS, LLC. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.
How does Daniel Vincent Oconnell charge for services?
Daniel Vincent Oconnell'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 504 FUND ADVISORS, LLC?
504 FUND ADVISORS, LLC has approximately 4 employees and manages $49M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WILMINGTON
Terry Webb Sapp — LIVE OAK PRIVATE WEALTH, LLCPaul Stephen King — SEAGATE ADVISER SERVICES LLCSteven Brett Caines — CANAPI ADVISORS, LLCPaul Daniel Knott — OLD NORTH STATE WEALTH MANAGEMENT, LLCMark Arthur Elste — 504 FUND ADVISORS, LLC
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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