C. W. O'Conner Wealth Advisors

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

Request demo

C. W. O'Conner Wealth Advisors — overview

About

C. W. O'Conner Wealth Advisors is a US-based wealth manager and registered investment advisor. It provides investment advisory services to its clients on both discretionary and non-discretionary basis. The services it offers include investment management, retirement planning, tax strategies, education funding, estate planning, business succession planning, wealth management, and portfolio management. The wealth manager advises to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities.

C. W. O'Conner Wealth Advisors - known decision makers (3)

Position	Location	Asset Class
Founder, President	Duluth, US	RE
Financial Advisor	Duluth, US	RE
Client Services Associate	Duluth, US	RE

Showing 3 of 3 known decision makers C. W. O'Conner Wealth Advisors

Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers

Request a demo to see more

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.

Request demo