O'CONNOR FINANCIAL GROUP, LLC
CRD 156164
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$82.9M
Discretionary AUM
$81.4M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 237 | $10.3M |
| High net worth individuals | 34 | $58.7M |
| Pension/profit sharing plans | 1 | $3.1M |
| Charitable organizations | 1 | $290K |
| Corporations/business entities | 2 | $10.5M |
All web addresses on file
Official SEC filing: View on IAPD