1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2O'CONNELL INVESTMENT SERVICES, INC.

Map pinLINCOLN, RI
Phone401-334-5909
NotebookSEC #801-43982
Total AUM
$199.5M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11 BLACKSTONE VALLEY PLACE
LINCOLN
RI 02865
USA
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
401-334-5909

ReceiptFinancials

Total AUM
$199.5M
Accounts
537
Discretionary
$195.6M
Accounts
497
Non-Discretionary
$3.9M
Accounts
40

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMANHNJRI

HandshakeAffiliates

View all affiliates →

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

Feature requires an account