O’Connor Capital Advisory, LLC

EST. AUM
$112,136,990

CONTACTS

CLIENT ACCOUNTS
120

Firm Details

Metro area Phoenix
CRD Number 152687
Website occap.net
Client types

Overview

O’Connor Capital Advisory, LLC is a boutique registered investment adviser focused on wealth management, investment management, and financial planning. It serves individuals, couples, families, trusts, partnerships, and other clients. The firm builds and monitors portfolios with an emphasis on capital appreciation while managing downside risk. Its research covers domestic and global markets, countries, sectors, mutual funds, ETFs, inflation, and interest rates. Model portfolios are monitored daily, and the firm uses research, technical analysis, and risk-management disciplines in portfolio decisions. Fidelity Investments provides clearing and custody services to the firm.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

O’Connor Capital Advisory, LLC

Platform Details

Investment Preferences

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Address

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