C.W. O'Conner Wealth Advisors, Inc., located in Duluth, GA, is a highly regarded small investment advisory firm serving a diverse clientele. With over 40 individual clients and a remarkable $226,914,000 in assets under management, the company has established itself as a trusted partner in wealth management. Operating from their office in Duluth, they cater to the financial needs of high net worth individuals primarily, although they also possess the expertise to manage employer funds.
Committed to delivering exceptional service, C.W. O'Conner Wealth Advisors, Inc. offers a variety of compensation structures tailored to meet their...
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Assets Under Mgmt
$226.91M
Investment Professionals
1
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Portfolio management for individuals and/or small businesses
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