O'connor Wealth Management, Inc.
O'connor Wealth Management, Inc. (CRD# 152316) is a financial advisory firm headquartered in Monrovia, CA. They manage $130,745,983 in 370 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
O'connor Wealth Management, Inc.
By the Numbers
-
Total Assets Under Management131MILLION
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Total Number of Accounts370ACCOUNTS
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Average Account Value$353,368
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- 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.
CA
Financial Advisors at O'connor Wealth Management, Inc.
1
Christopher Delorimier (CRD# 5559654) is an Investment Advisor Representative working at O'connor Wealth Management, Inc. in Monrovia, CA and has over 15 years of experience in the finance industry.
2
John O'connor (CRD# 1747463) is an Investment Advisor Representative working at O'connor Wealth Management, Inc. in Monrovia, CA and has over 30 years of experience in the finance industry.
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