Oconnell Investment Services Inc is a large advisory firm based in Lincoln. It manages $199.45 million of regulatory assets for 537 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, Florida, Massachusetts, and 3 other states.
Oconnell Investment Services provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Oconnell Investment Services Inc is $199.45 million. The firm's AUM has grown by 60% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Oconnell Investment Services Inc for their services and products based on a percentage of assets under management and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
William Brendan Oconnell has been acting as President since 1 Jun 1993. Denis M Oconnell joined the executive team most recently as the Vice President.
The principal office where Oconnell Investment Services Inc performs its advisory services is located at 11 Blackstone Valley Place, Lincoln, RI 02865, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 401-334-5909 or by fax 401-334-9579. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday.