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Owen M Colligan

ROCKWOOD EQUITY PARTNERS LLC·BEACHWOOD, Ohio
Unclaimed Profile
3201 ENTERPRISE PARKWAY, BEACHWOOD, OH 44122CRD# 6050480Firm CRD# 163846
01

About

Owen M Colligan is a registered financial advisor based in BEACHWOOD, Ohio, affiliated with ROCKWOOD EQUITY PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ROCKWOOD EQUITY PARTNERS LLC
ROCKWOOD EQUITY PARTNERS LLC
AUM
$160M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at ROCKWOOD EQUITY PARTNERS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6050480
Firm CRD# 163846
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Owen M Colligan offer?
Owen M Colligan specializes in Retirement Planning. Contact their office in BEACHWOOD, Ohio for a consultation.
What are Owen M Colligan's credentials?
Owen M Colligan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Owen M Colligan located?
Owen M Colligan is based in BEACHWOOD, Ohio, working with ROCKWOOD EQUITY PARTNERS LLC. Their office serves clients in the BEACHWOOD metropolitan area and surrounding communities.
How does Owen M Colligan charge for services?
Owen M Colligan'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 ROCKWOOD EQUITY PARTNERS LLC?
ROCKWOOD EQUITY PARTNERS LLC has approximately 11 employees and manages $160M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)DUBLIN (93)AKRON (70)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
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