Assets Under Management
$165.6M
Number of Clients
446
Number of Advisors
9
Average Client AUM
$371K
AUM per Advisor
$18.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Located in Eugene, Oregon, O’Connell Investment & Insurance Services, LLC provides investment management and wealth management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and business entities. They are committed to helping clients build, manage, and preserve their wealth.
4710 Village Plaze Loop, Suite 240, Eugene, OR, 97401