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Building 2O'CONNOR WEALTH MANAGEMENT, INC.

Map pinMONROVIA, CA
Phone626-386-5116
NotebookSEC #801-131495
Total AUM
$179.1M
Employees
2
Clients
222

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
139 E. COLORADO BLVD
SUITE 2
MONROVIA
CA 91016
United States
Operating Hours
8AM - 4PM PACIFIC TIME
Monday - Friday
Phone
626-386-5116

ReceiptFinancials

Total AUM
$179.1M
Accounts
396
Discretionary
$179.1M
Accounts
396
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
150
AUM
$44.3M
HNW Individual Clients
71
AUM
$133.3M
Corporation or Business Clients
1
AUM
$1.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
401(K) PLAN ADMINISTRATIVE SERVICES
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF ASSETS UNDER ADMINISTRATION

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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