John G. O'Connell
Firm details
- Headquarters
- ,
- CRD number
- 323103
- Registered since
- September 16, 2022
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI75%
- Individuals25%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
John G. O'Connell operates as a sole-proprietorship independent RIA, registered in California and run by John G. O'Connell as the firm's sole owner. The practice focuses on fee-based portfolio management for individuals, families and small businesses, charging a percentage of assets under management. The adviser is not positioned as a capital allocator or pension consultant, does not market itself as an ESG investor, and concentrates on direct client portfolio services rather than multi-state or related-adviser arrangements.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Non-Exchange Traded Equities76%
- Public Funds/Mutual Funds23%
- Exchange Traded Equities1%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Contacts
1 of 1
John O'connell
PartnerCRD 867729
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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