C.W. O'CONNER WEALTH ADVISORS, INC. - Financial Advisor in Georgia, Duluth

Tel: 770-368-9919 3175 Satellite Boulevard Suite 110 Duluth, Georgia 30096

About C.W. O'CONNER WEALTH ADVISORS, INC.

C.W. O'CONNER WEALTH ADVISORS, INC. is a Duluth, Georgia based financial advisory firm with nearly $214,677,569 in assets under management and provides investment advisory services for 434 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

125646

Firm SEC#:

801-66146

Assets Under Management:

$214,677,569

No. of Clients:

434

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Georgia?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Georgia, Duluth

FirmCRD#:125828

SEC#:801-63080

No. of Advisors:18

No. of Clients:1457

AUM:$1,674,073,830

FirmCRD#:129602

SEC#:801-62810

No. of Advisors:14

No. of Clients:1536

AUM:$610,059,810

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

CORNERSTONE MANAGEMENT, INC.

125828

801-63080

1457

$1,674,073,830

SUGARLOAF WEALTH MANAGEMENT, LLC

129602

801-62810

1536

$610,059,810

Explore More Financial Advisor Firms in Duluth, Georgia >>