Bannon Ohanesian & Lecours, Inc. is a large advisory firm based in West Hartford. It manages $224.2 million of regulatory assets for 566 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, Florida, Maine, and 4 other states.
Bannon Ohanesian & Lecours provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bannon Ohanesian & Lecours, Inc. is $224.2 million. The firm's AUM has grown by 183% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Bannon Ohanesian & Lecours, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Joseph Kevin Bannon has been acting as President since 1 Dec 1988. Richard Ohanesian joined the executive team most recently as the President, Treasurer.
The principal office where Bannon Ohanesian & Lecours, Inc. performs its advisory services is located at 433 South Main Street, West Hartford, CT 06110 9944, which is also the mailing address of the firm. An additional office of the firm is in Deep River, CT. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 860-521-4751 or by fax 860-521-4755. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.bol-investments.com.