C.w. O'conner Wealth Advisors, Inc.

C.w. O'conner Wealth Advisors, Inc. (CRD# 125646) is a financial advisory firm headquartered in Duluth, GA. They manage $214,677,569 in 434 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3175 Satellite Boulevard, Suite 110, Duluth, GA 30096
https://www.linkedin.com/company/c-w-o-conner-wealth-advisors-inc/
By the Numbers
  • Total Assets Under Management
    215
    MILLION
  • Total Number of Accounts
    434
    ACCOUNTS
  • Average Account Value
    $494,649
Compensation Options
  • A percentage of assets under your management
  • 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
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 - 2 of 2 top financial advisors.
1
Clifford O'conner, financial advisor Duluth GA
Clifford W. O'conner
CRD#: 2192846
3175 Satellite Boulevard, Suite 110, Duluth, GA 30096

Clifford O'conner (CRD# 2192846) is an Investment Advisor Representative working at C.w. O'conner Wealth Advisors, Inc. in Duluth, GA and has over 32 years of experience in the finance industry.

2
Kevin O'conner, financial advisor Duluth GA
Kevin E. O'conner
CRD#: 7747193
3175 Satellite Boulevard, Suite 110, Duluth, GA 30096

Kevin O'conner (CRD# 7747193) is an Investment Advisor Representative working at C.w. O'conner Wealth Advisors, Inc. in Duluth, GA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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