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Clifford W. O'conner (Norcross)


Clifford W. O'conner is a large advisory firm based in Norcross. It manages $101.9 million of regulatory assets for 328 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Georgia.

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Clifford W. O'conner provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Clifford W. O'conner: assets under management

The assets under management (AUM) of Clifford W. O'conner is $101.9 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $29.75 million in discretionary accounts and $72.15 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $95.36 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $4.51 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Clifford W. O'conner for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Norcross

The principal office where Clifford W. O'conner performs its advisory services is located at 7074 Peachtree Industrial Boulevard, Norcross, GA 30071, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 770-368-9919 or by fax 770-368-9906. The normal business hours are 8:00 am - 5:00 pm est on Monday - Friday. You can find more information about the New York firm at www.cwoconner.com.


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