Johnson O'Connor Wealth Management
Firm details
- Headquarters
- Wakefield, Massachusetts
- CRD number
- 285759
- Fee structure
- Other
Firm profile
FINTRXOverview
Johnson O'Connor Wealth Management is organized as a limited liability company and is registered in Massachusetts. The firm serves both individual and family clients as well as institutional clients. Ownership is listed as a combination of a domestic entity and an individual. Fee arrangements are categorized as "other" rather than standard flat-percentage or purely commission models. The firm is not designated as a capital allocator, does not describe itself as an ESG investor, and is not flagged as a pension consultant or a multi-state adviser. Industry affiliation is noted as "Accountant," indicating a formal relationship or close working tie with accounting professionals.
Assets & Accounts
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
Location
Wakefield, MA
Middlesex
Location
Wakefield, MA
Headquartered in Wakefield, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 101 Edgewater Dr
- Time zone
- ET (UTC-5)
- Office locations
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