O'sullivan Creel Wealth Advisors, LLP is a large advisory firm based in Pensacola. It manages $189.97 million of regulatory assets for 548 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Alabama, Florida, Louisiana, and Texas.
O'sullivan Creel Wealth Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. 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 O'sullivan Creel Wealth Advisors, LLP is $189.97 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 373% 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 O'sullivan Creel Wealth Advisors, LLP for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.
The principal office where O'sullivan Creel Wealth Advisors, LLP performs its advisory services is located at 316 South Baylen Street, Pensacola, FL 32501 The mailing address of the firm is P.O. Box 12646, Pensacola, FL 32591 2646. An additional office of the firm is in Fort Walton Beach, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 850-435-7400 or by fax 850-470-5545. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.osullivancreel.com.