JOHN G. O'CONNELL

JOHN G. O'CONNELL is an SEC-registered investment adviser (CRD 323103). Regulatory assets under management: $24.0M.

Registration

• CRD: 323103
• SEC file number: 801-126576
• Type: Registered investment adviser
• Phone: 212-724-2506
• Latest filing: 2026-03-31
• Regulatory AUM: $24.0M
• Discretionary AUM: $24.0M
• Clients: 2
• Accounts: 51

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• CRD 323103 on SEC IAPD (source of record)
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