O'connor Financial Group, LLC

O'connor Financial Group, LLC (CRD# 156164) is a financial advisory firm headquartered in , . They manage $26,648,745 in 161 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    161
    ACCOUNTS
  • Average Account Value
    $165,520
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at O'connor Financial Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Charles T. O'connor
CRD#: 5204238
Royal Oak, MI
93
Wealthminder
score

Charles O'connor (CRD# 5204238) is an Investment Advisor Representative working at O'connor Financial Group, LLC in Royal Oak, MI and has over 9 years of experience in the finance industry.

2
Charles T. O'connor
CRD#: 4634828
Royal Oak, MI
83
Wealthminder
score

Charles O'connor (CRD# 4634828) is an Investment Advisor Representative working at O'connor Financial Group, LLC in Royal Oak, MI and has over 9 years of experience in the finance industry.

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