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O'Connor Financial Group LLC
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CRD # | 168636 |
SEC # | 801-125759 |
CIK # | 0001973783 |
AUM | $202.3 MM (2024-06-25) |
Employees | 6 (50% Investors, 0% Brokers) |
Phone | 217-223-0113 |
Address | 511 Maine Street Quincy, IL 62301 |
Source | [IAPD] [EDGAR] [Website] [Facebook] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($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 |
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13F-HR | [0001973783] |
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