O'Connor Portfolio Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 168679
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI57.58%
- Individuals42.42%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
O'Connor Portfolio Management LLC is a small independent RIA organized as an LLC and owned by an individual. The firm serves primarily individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its advisory fees are charged as a percentage of assets under management. The firm does not describe itself as an active ESG investor, is not positioned as a capital allocator, and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities76%
- Cash & Cash Equivalents15%
- Investment Grade Corp Bonds5%
- US Government Bonds4%
Owners & executives
1 of 1
Catherine O'connor
Managing Member And Chief Compliance OfficerCRD 2305812
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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