O'Connor Financial Group LLC
Firm details
- Headquarters
- Quincy, Illinois
- CRD number
- 168636
- Registered since
- May 27, 2022
- Website
- www.oconnorfinancial.group
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals55.14%
- HNWI44.68%
- Corporations / Businesses0.18%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
O'Connor Financial Group LLC is an SEC-registered independent registered investment adviser formed as an LLC and registered in 2022. The firm serves individual and family clients and operates as a capital allocator, combining advisory work with insurance brokerage. Its advisory services emphasize financial planning and portfolio management for individuals and small businesses, and the firm also provides selection-of-adviser services and runs educational seminars or workshops. Fees are charged on a percentage-of-AUM basis and via fixed fees. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Exchange Traded Equities6%
- Cash & Cash Equivalents4%
Contacts
3 of 4
Daniel Westergaard
AdvisorCRD 6223389
Jackson O'connor
AdvisorCRD 6405849
Timothy Oconnor
Founder & Senior AdvisorCRD 2195907
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$306M in ETFs
57%
$175M
36%
$131M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $30.8M | 44,893 | 10.07% |
Location
Quincy, IL
Adams
Location
Quincy, IL
Headquartered in Quincy, IL, anchoring the Quincy-Hannibal, IL-MO metro in the Midwest.
- Metro area
- Quincy-Hannibal, IL-MO
- Region
- Midwest
- County
- Adams
- Address
- 511 Maine St
- Time zone
- CT (UTC-6)
- Office locations
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