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Building 2O'CONNOR CAPITAL ADVISORY, LLC

Map pinSCOTTSDALE, AZ
Phone480-729-6260
NotebookSEC #801-121777
Total AUM
$121.9M
Employees
2
Clients
52

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5635 N SCOTTSDALE RD
STE 170
SCOTTSDALE
AZ 85250
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
480-729-6260
Other Offices
1

ReceiptFinancials

Total AUM
$121.9M
Accounts
179
Discretionary
$121.9M
Accounts
179
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
50
AUM
$102.1M
Pension/Profit Sharing Plan Clients
1
AUM
$10.9M
Charitable Organization Clients
1
AUM
$8.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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