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 $180,000,000 in 495 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    180
    MILLION
  • Total Number of Accounts
    495
    ACCOUNTS
  • Average Account Value
    $363,636
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at C.w. O'conner Wealth Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Clifford W. O'conner
CRD#: 2192846
655 Engineering Drive, Suite 110a, Peachtree Corners, GA 30092
96
Wealthminder
score

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 24 years of experience in the finance industry.

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