O'Connor Financial Group LLC

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Assets, Funds, Holdings

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O'Connor Financial Group LLC
CRD #168636
SEC #801-125759
CIK #0001973783
AUM $202.3 MM (2024-06-25)
Employees 6 (50% Investors, 0% Brokers)
Phone217-223-0113
Address511 Maine Street
Quincy, IL 62301
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($MM)
2502001501005002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
MSFT 1,918,222.4 1.0
NVDA 399,550.0 0.8
AAPL 2,382,844.0 0.7
 
 
 
 
 
 
 
 
Holdings by Sector ($MM)
200160120804002021202220232025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 340 63.0
(b) Individuals (high net worth individuals) 72 138.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.9
(n) Other 0 0.0
Total 847 202.3
By Discretionary
Discretionary 834 200.8
Non-Discretionary 13 1.6
Total 847 202.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 202.3
Total 847 202.3
EDGAR Form CIK 2011 - 2024
13F-HR [0001973783]
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Olistico Wealth LLC
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New Century Financial Group LLC
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Avery Wealth Inc
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Retirement Financial Solutions LLC
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Barr Financial Services LLC
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