O'CONNOR WEALTH MANAGEMENT, INC.
Tel: 626-386-5116 139 E. Colorado Blvd Suite 2 Monrovia, California 91016
About O'CONNOR WEALTH MANAGEMENT, INC.
O'CONNOR WEALTH MANAGEMENT, INC. is a Monrovia, California based financial advisory firm with nearly $158,618,888 in assets under management and provides investment advisory services for 392 clients. There are currently 2 financial advisors at the firm.
General Information
Firm CRD#:
152316
Firm SEC#:
801-131495
Assets Under Management:
$158,618,888
No. of Clients:
392
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Other (401(K) PLAN ADMINISTRATIVE SERVICES)
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