O'Connor Capital Advisory

Finance · Arizona, United States · 11-50 Employees

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Overview

Headquarters

5635 N Scottsdale Rd Ste 170, Scottsdale...

Phone Number

(480) 729-6260

Revenue

$6 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
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1

About O'Connor Capital Advisory

OC Capital Advisory specializes in wealth management, focusing on capital preservation and wealth accumulation while providing peace of mind to its clients. The firm offers personalized services, risk management, and financial planning, ensuring that clients' investments are well-researched and monitored daily. They cater to individuals, couples, families, trusts, and partnerships, working closely with clients' accountants and attorneys for comprehensive estate and financial planning. With a boutique approach, OC Capital Advisory emphasizes exceptional communication and service, leveraging strategic alliances to enhance client offerings.Explore more
Popular SearchesO'connor Capital Advisory LLCO'Connor Capital AdvisoryOC Capital AdvisoryOconnor Capital Advisory LLCConnor Capital Advisory LLCSIC Code 62,628NAICS Code 52,523Show more

O'Connor Capital Advisory Org Chart

PhoneEmail
JO
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PRESIDENT and MANAGING MEMBER

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

O'Connor Capital Advisory

$6M
11-50
Private
-
2009
JO
Jim O'ConnorPRESIDENT and MANAGING MEMBER
<$5M
1-10
Private
-
2013
TW
Tori WatsonFinancial Advisor
<$5M
1-10
Private
<$5M
2010
Joseph Weidenburner, Chief Operating Officer at Apex Financial Advisors
Joseph WeidenburnerChief Operating Officer
<$5M
1-10
Private
-
1993
EM
Elizabeth McClellanManager, Client Communications
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

O'Connor Capital Advisory is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

O'Connor Capital Advisory is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about O'Connor Capital Advisory.

O'Connor Capital Advisory Tech Stack

A closer look at the technologies used by O'Connor Capital Advisory

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Frequently Asked Questions Regarding O'Connor Capital Advisory

What is O'Connor Capital Advisory's official website?
O'Connor Capital Advisory's official website is www.occap.net
What is O'Connor Capital Advisory's Revenue?
O'Connor Capital Advisory's revenue is $6 Million
What is O'Connor Capital Advisory's SIC code?
O'Connor Capital Advisory's SIC: 62,628
What is O'Connor Capital Advisory's NAICS code?
O'Connor Capital Advisory's NAICS: 52,523
How many employees does O'Connor Capital Advisory have?
O'Connor Capital Advisory has 11-50 employees
What industry does O'Connor Capital Advisory belong to?
O'Connor Capital Advisory is in the industry of: Finance, Securities Trading
What is O'Connor Capital Advisory competition?
O'Connor Capital Advisory top competitors include: Wealth Advisory Services, Ratcliff Financial Services, Apex Financial Advisors, Phase 2 Wealth Advisors
What technology does O'Connor Capital Advisory use?
Some of the popular technologies that O'Connor Capital Advisory uses are: WordPress.org, PHP, Google Font API, YouTube
How do I contact O'Connor Capital Advisory?
O'Connor Capital Advisory contact info: Phone number: (480) 729-6260 Website: www.occap.net
What does O'Connor Capital Advisory do?

OC Capital Advisory specializes in wealth management, focusing on capital preservation and wealth accumulation while providing peace of mind to its clients. The firm offers personalized services, risk management, and financial planning, ensuring that clients' investments are well-researched and monitored daily. They cater to individuals, couples, f... amilies, trusts, and partnerships, working closely with clients' accountants and attorneys for comprehensive estate and financial planning. With a boutique approach, OC Capital Advisory emphasizes exceptional communication and service, leveraging strategic alliances to enhance client offerings.Read More

Is O'Connor Capital Advisory a public company?
O'Connor Capital Advisory is private company therefore does not currently have an official ticker symbol
See more information about O'Connor Capital Advisory

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