O'Connor Financial Group LLC

RIASEC Registered

Total AUM

$275M

Discretionary

$272M

99% of AUM

Avg account

$259K

Accounts

1,062

Employees

Advisory reps

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

FINTRX

Overview

O'Connor Financial Group LLC is an independent, SEC-registered registered investment adviser (registered in 2022) that serves individual and family clients. The firm operates as a fee-based adviser (percentage of AUM and fixed fees) and also functions as an insurance broker. Its advisory services include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, selection of outside advisers, and educational seminars or workshops. The firm describes itself as a capital allocator, directing client capital to third-party managers and funds. It does not identify as an active ESG investor.