J
CRD: 323103
John G. O'connell
Irvine, CA
2127242506
$24.0M Total AUM
$24.0M Disc. AUM
-- 3Y CAGR
2 Employees
24 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-16-2022
- Office Locations
- 1
Office Locations
-- Irvine CA
About John G. O'connell
John G. O'connell is a Irvine-based RIA. The firm has been operating for 3 years. Managing $24.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Insurance.
Team overview
-- AVG AGE
$24.0M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
3.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Catalyst Crest Vertex Ridge summit Pioneer pioneer Focus
Client Personas
Fusion bridge
Investment Themes
Unison Catalyst Delta
Investment Vehicles
Legacy Element timber
Services
Glacier north Radial Horizon Capital ridge
Owner & Executives
J
JOHN GLENNON O'CONNELL
Chief Compliance Officer, Partner, President
- CRD
- #867729
- Ownership
- 75% or more
(977) 636-9027
pioneer.delta@optimacapital.com
in linkedin.com/in/pioneer-meridian
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,000,000 | $561,046 |
| Non-Discretionary | $0 | -- |
| Total | $24,000,000 | $561,046 |
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Separately Managed Accounts
Total SMA Asset: $24,000,000
Equity - OTC:
22.4% Public Funds:
35.0% Cash:
14.2% Equity - Exchange:
20.8% Municipal Bonds:
7.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,713,119,953 | 22.4% |
| Public Funds | $2,676,749,927 | 35.0% |
| Cash | $1,085,995,685 | 14.2% |
| Equity - Exchange | $1,590,754,242 | 20.8% |
| Municipal Bonds | $581,237,128 | 7.6% |
| Total | $7,647,856,935 | 100.0% |