Katie
O'Connor

Wrapmanager Inc

CRD#6260799
Investment Advisor
in Mill Valley, CA

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About this Advisor

Katie O'Connor is a financial advisor operating out of Mill Valley, California, who has 12 years of professional experience. O'Connor is an employee of Wrapmanager Inc. During their career, O'Connor has held roles at Goldman Sachs International, Goldman, Sachs & Co, Prospera Financial Services and Wrapmanager, Inc. O'Connor maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in California. Wrapmanager Inc is a firm that has its headquarters in Mill Valley, California. It manages $433 million in assets across its 605 customer accounts, placing it among the larger financial advisory firms in the country by assets under management. Of its 605 client accounts, just 10% are associated with high-net-worth individuals who have greater than $1 million in assets. The advisory firm offers a set of services, such as portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors vary depending on which services are provided. Fee types billed by Wrapmanager Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years of Experience

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Disclosures

Yes

Office Location

319 Miller Avenue
Mill Valley, CA 94941

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Wrapmanager Inc Brokerage Details

Total Assets Under Management

$433,447,166

CA Average: $7,578,581,321
Total Number of Employees

7

CA Average: 43
Total Number of Accounts

605

CA Average: 3,727
Average Account Size

$716,442

CA Average: $2,033,427

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Katie O'Connor Work History

Katie has 12 years of experience.

2014 - Present (9 years)

Wrapmanager, Inc

2014 - 2014 (< 1 year)

Goldman, Sachs & Co

2014 - 2016 (2 years)

Prospera Financial Services

2010 - 2014 (4 years)

Goldman Sachs International

Disclosures

Katie O'Connor has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wrapmanager Inc

Douglas Hutchinson
Mill Valley, CA
Katie O'Connor
Mill Valley, CA
Seton Mcandrews
Mill Valley, CA
Valerie Devol
Mill Valley, CA
Gabriel Burczyk
San Francisco, CA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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