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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