O'CONNELL INVESTMENT AND INSURANCE SERVICES, LLC
Doing business as GO WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$208,438,586
Discretionary
$208,148,246
Non-discretionary
$290,340
Firm details
- CRD number
- 290254
- SEC file number
- 801-123534
- Main office
- EUGENE, OR, United States
- Employees
- 9
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.