Adviser Profile
| As of Date | 06/16/2021 |
| Registration status | Registration Changed to O'CONNOR CAPITAL ADVISORY, LLC |
| ADV Location | SCOTTSDALE, AZ, United States |
| Contact Info | 480 xxxxxxx |
| AUM* | 121,852,699 |
| of that, discretionary | 121,852,699 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 680,741 |
| % High Net Worth | 100.00% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
122M
104M
87M
70M
52M
35M
17M
2021
Private Funds
No private funds