O'CONNOR WEALTH MANAGEMENT, INC. - Financial Advisor in California, Monrovia

Tel: 626-386-5116 139 E. Colorado Blvd Suite 2 Monrovia, California 91016

About O'CONNOR WEALTH MANAGEMENT, INC.

O'CONNOR WEALTH MANAGEMENT, INC. is a Monrovia, California based financial advisory firm with nearly $158,618,888 in assets under management and provides investment advisory services for 392 clients. There are currently 2 financial advisors at the firm.

General Information

Firm CRD#:

152316

Firm SEC#:

801-131495

Assets Under Management:

$158,618,888

No. of Clients:

392

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Other (401(K) PLAN ADMINISTRATIVE SERVICES)

Fee Structure:

A percentage of AUM, Other (PERCENTAGE OF ASSETS UNDER ADMINISTRATION)

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Top Financial Advisory Firms in California, Monrovia

FirmCRD#:168709

SEC#:801-129096

No. of Advisors:29

No. of Clients:226

AUM:$46,814,305

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

TRANSGLOBAL ADVISORY, LLC

168709

801-129096

226

$46,814,305

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