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 1 offices throughout the country.
C.W. O'CONNER WEALTH ADVISORS, INC. is a Duluth, Georgia based Financial Planning firm with nearly $226,914,300 assets under management, offering retirement planning & investment advisory services to 473 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 125646 |
SEC# | 801-66146 |
Assets Managed by Firm | $226,914,300 |
No. of Clients | 473 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 473 | $226,914,300 |
Individuals (other than high net worth individuals) | 39 | $12,801,987 |
High net worth individuals | 44 | $214,112,313 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$738,307,405,774 | 32911 | 3060 | |
TRUIST ADVISORY SERVICES, INC. 303 Peachtree Center Avenue, Truist Garden Offices Suite 140 Atlanta, GA, 30303 | $53,169,938,577 | 125600 | 2842 |
$36,456,698,506 | 10 | 880 | |
$31,849,152,281 | 25685 | 37 | |
$30,525,816,142 | 16 | 106 |
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