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O'CONNOR CAPITAL ADVISORY, LLC
O'CONNOR CAPITAL ADVISORY, LLC
SCOTTSDALE, Arizona
·
1 registered advisor
·
CRD# 152687
SEC# 801-121777
1
480-729-6260
01
Firm Overview
AUM
$122M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at O'CONNOR CAPITAL ADVISORY, LLC
1 registered advisor
James Harvey Oconnor
SCOTTSDALE, Arizona
CRD# 1509766
05
Office Locations
SCOTTSDALE, Arizona
1 advisor
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Data sourced from SEC Form ADV filings. O'CONNOR CAPITAL ADVISORY, LLC (CRD# 152687) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.