O'CONNOR FINANCIAL GROUP LLC
SEC Form ADV profile.
Total regulatory AUM
$275,258,000
Discretionary
$271,735,000
Non-discretionary
$3,523,000
Firm details
- CRD number
- 168636
- SEC file number
- 801-125759
- Main office
- QUINCY, IL, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.