| Name | Title | Ownership | Since |
|---|---|---|---|
| Gwendolyn Sue O'Connell Control | President, Chief Compliance Officer | Over 75% | 2014 |
O'Connell Investment and Insurance Services, LLC reports $165.6 million in regulatory assets under management on its Form ADV.
O'Connell Investment and Insurance Services, LLC reports 9 employees.
O'Connell Investment and Insurance Services, LLC is based in Eugene, OR and has been SEC-registered since 2022.
O'Connell Investment and Insurance Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4710 Village Plaze Loop, Suite 240, Eugene, OR 97401 |
| Phone | 541-338-7631 |
| Fax | 541-338-7639 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $165.3M |
| Non-discretionary | $306K |
| Total (RAUM) | $165.6M |