← Back to searchVisit website
O'CONNOR FINANCIAL GROUP LLC
CRD 168636 · SEC 801-125759
511 MAINE STREET, QUINCY, IL, 62301, United States
Phone
(217) 223-0113
Fax
(217) 223-0539
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$275.3M
Discretionary AUM
$271.7M
Team
6 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 305 | $151.8M |
| High net worth individuals | 50 | $123.0M |
States served
IL, IN, IA, NE, TN, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD