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O'CONNOR WEALTH MANAGEMENT, INC.
O'CONNOR WEALTH MANAGEMENT, INC.
MONROVIA, California
·
2 registered advisors
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CRD# 152316
SEC# 801-131495
0
626-386-5116
01
Firm Overview
AUM
$154M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Other: PERCENTAGE OF ASSETS UNDER ADMINISTRATION
03
Specialties
Financial Planning
Investment Management
04
Advisors at O'CONNOR WEALTH MANAGEMENT, INC.
2 registered advisors
Christopher Patrick De Lorimier
MONROVIA, California
CRD# 5559654
John Vincent O'connor
MONROVIA, California
CRD# 1747463
05
Office Locations
MONROVIA, California
2 advisors
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Data sourced from SEC Form ADV filings. O'CONNOR WEALTH MANAGEMENT, INC. (CRD# 152316) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.