O'CONNOR CAPITAL ADVISORY, LLC
CRD #152687 SEC #801-121777 SCOTTSDALE, AZ 480-729-6260
SEC Registered
Total AUM
$121.9M
Discretionary
$121.9M
Employees
2
Clients
1
Accounts
179
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2021 | $121.9M | $121.9M | $0 | 2 | 0 |
| Apr 2012 | $35.5M | $35.5M | $0 | 1 | 26 |
| Mar 2012 | $35.5M | $35.5M | $0 | 1 | 26 |
| Mar 2012 | $35.5M | $35.5M | $0 | 1 | 26 |
| Mar 2011 | $30.2M | $30.2M | $0 | 5 | -- |
| Dec 2010 | $27M | $27M | $0 | 5 | -- |
| Jul 2010 | $27M | $27M | $0 | 5 | -- |
| Jun 2010 | $0 | $0 | $0 | 5 | -- |
| Jun 2010 | $0 | $0 | $0 | 5 | -- |
DateJun 2021
Total AUM$121.9M
Discretionary$121.9M
Non-Disc.$0
Employees2
Clients0
DateApr 2012
Total AUM$35.5M
Discretionary$35.5M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$35.5M
Discretionary$35.5M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$35.5M
Discretionary$35.5M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$30.2M
Discretionary$30.2M
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$27M
Discretionary$27M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$27M
Discretionary$27M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--