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Building 2O'CONNELL INVESTMENTS AND INSURANCE SERVICES, LLC

Map pinEUGENE, OR
Phone541-338-7631
NotebookSEC #801-112012
Total AUM
$52.6M
Employees
1
Clients
235

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1075 WASHINGTON STREET
SUITE 200
EUGENE
OR 97401
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
541-338-7631

ReceiptFinancials

Total AUM
$52.6M
Accounts
238
Discretionary
$52.6M
Accounts
238
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
210
AUM
$19.5M
HNW Individual Clients
1
AUM
$4.9M
Pension/Profit Sharing Plan Clients
24
AUM
$28.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORWA

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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