O'CONNOR FINANCIAL GROUP LLC

511 Maine Street
Quincy, Illinois 62301
Tel: (217) 223-0113

About O'CONNOR FINANCIAL GROUP LLC

O'CONNOR FINANCIAL GROUP LLC, formally registered with the SEC as O'CONNOR FINANCIAL GROUP LLC. The firm was established in 05/27/2022. They have over 1 offices throughout the country.

O'CONNOR FINANCIAL GROUP LLC is a Quincy, Illinois based Financial Planning firm with nearly $202,347,216 assets under management, offering retirement planning & investment advisory services to 847 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168636
SEC#	801-125759
Assets Managed by Firm	$202,347,216
No. of Clients	847
No. of Advisors	6

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	847	$202,347,216
Individuals (other than high net worth individuals)	340	$62,955,073
High net worth individuals	72	$138,521,888
Corporations or other businesses	Fewer than 5 clients	$870,255

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