C.W. O'CONNER WEALTH ADVISORS, INC.

DULUTH, Georgia·1 registered advisor·CRD# 125646
SEC# 801-661462770-368-9919
01

Firm Overview

AUM
$215M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at C.W. O'CONNER WEALTH ADVISORS, INC.

1 registered advisor
Clifford Walter O'conner
DULUTH, Georgia
05

Office Locations

DULUTH, Georgia
1 advisor

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Data sourced from SEC Form ADV filings. C.W. O'CONNER WEALTH ADVISORS, INC. (CRD# 125646) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.