O'CONNOR WEALTH MANAGEMENT, INC.
Monrovia, CA
AUM
$179.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; PERCENTAGE OF ASSETS UNDER ADMINISTRATION
626-386-5116
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA, MONROVIA
5 advisers found
VERITAS FINANCIAL CONSULTING LLC
Monrovia, CA
AUM
$86.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(626) 263-4232
TRANSGLOBAL ADVISORY, LLC
Monrovia, CA
AUM
$58.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
27 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
626-447-7888
FORT ROSS CAPITAL MANAGEMENT, LLC
Monrovia, CA
AUM
$16.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
310-600-1504
IFMGROUP
Monrovia, CA
AUM
$4.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
6265529688
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