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
http://www.oconnorportfoliomanagement.com
By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    209
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

FL, WI

Financial Advisors at O'connor Portfolio Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Catherine O'connor, financial advisor Tampa FL
Catherine L. O'connor
CRD#: 2305812
Tampa, FL

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.

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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