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Building 2O'CONNOR PORTFOLIO MANAGEMENT LLC

Map pinTAMPA, FL
Phone813-254-5120
NotebookSEC #801-78655
Total AUM
$9.9M
Employees
1
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
201 E DAVIS BLVD
TAMPA
FL 33606
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
813-254-5120

ReceiptFinancials

Total AUM
$9.9M
Accounts
103
Discretionary
$1.1M
Accounts
11
Non-Discretionary
$8.8M
Accounts
92

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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