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| Happy Holidays!! thanks for using AUM13F!! |
| O'Hagan Group Inc
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|---|---|
| CRD # | 315389 |
| SEC # | 801-121753 |
| CIK # | |
| AUM | $1.0 B (2025-03-26) |
| Employees | 11 (73% Investors, 27% Brokers) |
| Phone | 610-625-8855 |
| Address | 1429 West Broad Street Bethlehem, PA 18018 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 972 | 96.6 |
| (b) Individuals (high net worth individuals) | 356 | 925.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,422 | 1,021.9 |
| By Discretionary | ||
| Discretionary | 1,422 | 1,021.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,422 | 1,021.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,021.9 | |
| Total | 1,422 | 1,021.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Topsail Wealth Management LLC
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|
NC | 1.0 |
|
Strategic Wealth Group Registered Investment Advisor LLC
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MN | 1.0 |
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Greystone Financial Group LLC
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MI | 1.0 |
|
Cohalo Advisory LLC
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WA | 1.0 |
|
Towneley Capital Management Inc
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CA | 1.0 |
|
Catalyst Financial Partners LLC
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|
MA | 1.0 |
|
Park Piedmont Advisors LLC
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|
IL | 1.0 |
|
Arthur M Cohen & Associates LLC
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|
IL | 1.0 |
|
AB2 Capital Partners LLC
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|
FL | 1.0 |
|
Investment Metrics LLC
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|
AZ | 1.0 |