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Home > Retirement Planners > pennsylvania > bethlehem > O'HAGAN GROUP, INC.
O'HAGAN GROUP, INC.
1429 West Broad Street
Bethlehem, Pennsylvania 18018
Tel: 610-625-8855
About O'HAGAN GROUP, INC.
O'HAGAN GROUP, INC, formally registered with the SEC as O'HAGAN GROUP, INC. The firm was established in 07/15/2021. They have over 2 offices throughout the country.
O'HAGAN GROUP, INC. is a Bethlehem, Pennsylvania based Financial Planning firm with nearly $807,673,483 assets under management, offering retirement planning & investment advisory services to 1189 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 315389 |
| SEC# | 801-121753 |
| Assets Managed by Firm | $807,673,483 |
| No. of Clients | 1189 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1189 | $807,673,483 |
| Individuals (other than high net worth individuals) | 317 | $100,210,150 |
| High net worth individuals | 309 | $707,463,333 |
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