O'connor Portfolio Management LLC
O'connor Portfolio Management LLC (CRD# 168679) is a financial advisory firm headquartered in , . They manage $39,576,783 in 209 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
O'connor Portfolio Management LLC
By the Numbers
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Total Assets Under Management40MILLION
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Total Number of Accounts209ACCOUNTS
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Average Account Value$189,363
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, WI
Financial Advisors at O'connor Portfolio Management LLC
1
Catherine O'connor (CRD# 2305812) is an Investment Advisor Representative working at O'connor Portfolio Management LLC in Tampa, FL and has over 31 years of experience in the finance industry.
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