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O'HAGAN GROUP, INC.
CRD 315389 · SEC 801-121753
1429 WEST BROAD STREET, BETHLEHEM, PA, 18018, United States
Phone
610-625-8855
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.25B
Discretionary AUM
$1.25B
Team
10 total employees; 10 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 506 | $121.8M |
| High net worth individuals | 394 | $1.13B |
States served
AZ, CA, CO, GA, IL, IN, LA, NJ, NY, NC, OH, PA, TN, VA, WI, WA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD