Patrick Oconnor, financial advisor Camano Island WA

Patrick Oconnor

CRD Number: 4749188
Current Firm: Summit Peak Investments, LLC

Patrick Oconnor (CRD# 4749188) is an Investment Advisor Representative working at Summit Peak Investments, LLC in Camano Island, WA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Summit Peak Investments, LLC Fort Worth, TX Jul 2018 - Current 3
Cook Children's Health Fort Worth, TX Sep 2009 - Jul 2018 8

Patrick Oconnor has no recent exams reported.
Contact Info for Patrick B. Oconnor
Phone Number: 862-207-1021
Firm Website: https://summitpeak.com/
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    392
    MILLIONS
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $21,762,465
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

TX

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