3175 Satellite Boulevard
Suite 110
Duluth, Georgia 30096
Tel: 770-368-9919
CW O'CONNER WEALTH ADVISORS, INC, formally registered with the SEC as CW O'CONNER WEALTH ADVISORS, INC. The firm was established in 08/28/2006. They have over 3 offices throughout the country.
C.W. O'CONNER WEALTH ADVISORS, INC. is a Duluth, Georgia based Financial Planning firm with nearly $214,677,569 assets under management, offering retirement planning & investment advisory services to 434 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 125646 |
SEC# | 801-66146 |
Assets Managed by Firm | $214,677,569 |
No. of Clients | 434 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 434 | $214,677,569 |
Individuals (other than high net worth individuals) | 39 | $12,983,767 |
High net worth individuals | 53 | $193,848,804 |
Pension and profit sharing plans | 4 | $7,844,998 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$746,325,416,693 | 38517 | 2895 | |
$61,369,856,545 | 124201 | 2105 | |
$35,289,452,223 | 7542 | 44 | |
$33,827,869,628 | 39 | 879 | |
$33,178,196,876 | 12286 | 28 |
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