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C.W. O'CONNER WEALTH ADVISORS, INC.
Tel: 770-368-9919
3175 Satellite Boulevard Suite 110
Duluth, Georgia 30096
C.W. O'CONNER WEALTH ADVISORS, INC.
C.W. O'CONNER WEALTH ADVISORS, INC. is a Duluth, Georgia based financial advisory firm with nearly $214,677,569 in assets under management and provides investment advisory services for 434 clients. There are currently 3 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
125646
SEC#:
801-66146
No. of Clients:
434
Assets under Management
$214,677,569
No. of Advisors:
3
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