O'connor Capital Advisory, LLC

O'connor Capital Advisory, LLC (CRD# 152687) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $99,069,080 in 132 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
5635 N Scottsdale Rd, Ste 170, Scottsdale, AZ 85250
http://www.occap.net
By the Numbers
  • Total Assets Under Management
    99
    MILLION
  • Total Number of Accounts
    132
    ACCOUNTS
  • Average Account Value
    $750,523
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA

Financial Advisors at O'connor Capital Advisory, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James Oconnor, financial advisor Scottsdale AZ
James H. Oconnor
CRD#: 1509766
5635 N Scottsdale Rd, Ste 170, Scottsdale, AZ 85250

James Oconnor (CRD# 1509766) is an Investment Advisor Representative working at O'connor Capital Advisory, LLC in Scottsdale, AZ and has over 37 years 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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