Oherron & Co Inc (Raleigh)

Name: Oherron & Co Inc
Address: 2424 Glenwood Avenue, Raleigh, NC, 27608
Telephone: 919-571-7722

Oherron & Co Inc is an adviser based in Raleigh. It manages $12.09 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of North Carolina.

Oherron & provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Oherron &: assets under management

The assets under management (AUM) of Oherron & Co Inc is $12.09 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -76% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $12.09 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.42 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Oherron & Co Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Oherron & Co Inc

Kennedy Clarke Oherron has been acting as President since 1 Jul 1984. Joanne Salisbury joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Kennedy Clarke Oherron	President	1 Jul 1984	75% - 100%	1073140
Joanne Dobson Williams	Operations officer	1 Sep 1984	Other	1374164
Joanne Salisbury	Operations officer	1 Sep 1984	Other	1374164
Joanne Salisbury	Chief compliance officer	1 Oct 2004	Other	1374164

Based in Raleigh

The principal office where Oherron & Co Inc performs its advisory services is located at 2424 Glenwood Avenue, Raleigh, NC 27608, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 919-571-7722 or by fax 919-571-7889. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at oherronco.com.