O'Connell Investment and Insurance Services, LLC
● SEC registered since 2022CRD 290254SEC# 801-123534Eugene, OR
Reg. AUM
$208.4M
Employees
9
Accounts
519
Location
Eugene, OR
O'Connell Investment and Insurance Services, LLC assets under management
O'Connell Investment and Insurance Services, LLC operates as an SEC-registered investment adviser based in Eugene, OR. The firm has been registered since 2022. It reports $208.4 million in regulatory assets under management and employs 9 people.
O'Connell Investment and Insurance Services, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gwendolyn Sue O'Connell Control | President, Chief Compliance Officer | Over 75% | 2014 |
Frequently asked questions
How much does O'Connell Investment and Insurance Services, LLC manage?
O'Connell Investment and Insurance Services, LLC reports $208.4 million in regulatory assets under management on its Form ADV.
How many employees does O'Connell Investment and Insurance Services, LLC have?
O'Connell Investment and Insurance Services, LLC reports 9 employees.
Where is O'Connell Investment and Insurance Services, LLC located?
O'Connell Investment and Insurance Services, LLC is based in Eugene, OR and has been SEC-registered since 2022.
Does O'Connell Investment and Insurance Services, LLC disclose fund performance?
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.
Contact & registration
| 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 |
Regulatory AUM
$208.4M▲ 26%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$208.4Mregulatory AUM
Discretionary $208.1MNon-discretionary $290K