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Home > Retirement Planners > georgia > duluth > C.W. O'CONNER WEALTH ADVISORS, INC.
C.W. O'CONNER WEALTH ADVISORS, INC.
3175 Satellite Boulevard
Suite 110
Duluth, Georgia 30096
Tel: 770-368-9919
About C.W. O'CONNER WEALTH ADVISORS, INC.
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.
Firm Information
| 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 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| 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 |
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