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Building 2JOHN G. O'CONNELL

Map pin
Phone212-724-2506
NotebookSEC #801-126576
Total AUM
$28.1M
Employees
2
Clients
39

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM - 5PM
Monday - Friday
Phone
212-724-2506

ReceiptFinancials

Total AUM
$28.1M
Accounts
50
Discretionary
$28.1M
Accounts
50
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
31
AUM
$5.2M
HNW Individual Clients
8
AUM
$22.9M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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