C.w. O'conner Wealth Advisors, Inc.
C.w. O'conner Wealth Advisors, Inc. (CRD# 125646) is a financial advisory firm headquartered in Peachtree Corners, GA. They manage $199,000,000 in 506 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management199MILLION
Total Number of Accounts506ACCOUNTS
Average Account Value$393,281
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Clifford O'conner (CRD# 2192846) is an Investment Advisor Representative working at C.w. O'conner Wealth Advisors, Inc. in Peachtree Corners, GA and has over 26 years of experience in the finance industry.