|
⚲
|
| Keyboard |
| O'Hagan Group Inc
✚
|
|
|---|---|
| CRD # | 315389 |
| SEC # | 801-121753 |
| CIK # | |
| AUM | 1,249.7 M (2026-03-30) |
| Employees | 10 (100% Investors, 30% Brokers) |
| Fees | |
| Minimum | |
| 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) | 506 | 121.8 |
| (b) Individuals (high net worth individuals) | 394 | 1,127.8 |
| (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 | 1,601 | 1,249.7 |
| By Discretionary | ||
| Discretionary | 1,601 | 1,249.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,601 | 1,249.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,249.7 | |
| Total | 1,601 | 1,249.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Montis Financial LLC
✚
|
MA | 1,258.9 M |
|
Heritage Capital Advisors LLC
✚
|
1,255.6 M | |
|
One Wealth Advisors LLC
✚
|
CA | 1,252.5 M |
|
Fishman Jay A Ltd
✚
|
MI | 1,251.2 M |
|
TD Capital Management LLC
✚
|
TN | 1,244.5 M |
|
Gilman Hill Asset Management LLC
✚
|
CT | 1,244.1 M |
|
MT Asset Management LLC
✚
|
NJ | 1,243.8 M |
|
Prometheus Wealth Management Sam
✚
|
1,243.3 M | |
|
Hodges Capital Management Inc
✚
|
TX | 1,240.2 M |
|
FWL Investment Management LLC
✚
|
TX | 1,240.0 M |