CRD: 156164
O'connor Financial Group, LLC
Royal OAK, MI
2487191900
$82.9M Total AUM
$81.4M Disc. AUM
-- 3Y CAGR
2 Employees
275 ADV. Clients
15 yrs Firm Age
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- Custodian
- LPL Financial ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-06-2011
- Office Locations
- 1
Office Locations
-- Royal OAK MI
About O'connor Financial Group, LLC
O'connor Financial Group, LLC is a Royal OAK-based RIA. The firm has been operating for 15 years. Managing $82.9M in total assets under management, with 2 advisory representatives. They custody assets with LPL Financial and Merrill Lynch. Services offered include Financial Planning, Insurance.
Team overview
-- AVG AGE
$41.5M AVG AUM / ADVISOR
$301.6K AVG AUM / CLIENT
15.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Ember Delta
Investment Themes
Ember
Investment Vehicles
Bridge focus Signal vertex
Services
Ridge Wave harbor
Owner & Executives
C
CHARLES THOMAS O'CONNOR JR.
Chief Compliance Officer, Vice President
- CRD
- #4634828
- Ownership
- 75% or more
(694) 908-7895
catalyst.vector@fusioncapital.com
in linkedin.com/in/legacy-timber
C
CHARLES THOMAS O'CONNOR SR.
CHIEF OPERATING OFFICER
- CRD
- #5204238
- Ownership
- 75% or more
(271) 205-4347
vector.meridian@matrixcapital.com
in linkedin.com/in/horizon-horizon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $81,410,256 | -- |
| Non-Discretionary | $1,521,881 | -- |
| Total | $82,932,137 | -- |
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Separately Managed Accounts
Total SMA Asset: $82,932,137
Equity - Exchange:
26.9% Derivatives:
29.4% Cash:
8.7% Municipal Bonds:
35.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,802,903,972 | 26.9% |
| Derivatives | $1,970,460,103 | 29.4% |
| Cash | $583,095,337 | 8.7% |
| Municipal Bonds | $2,345,785,836 | 35.0% |
| Total | $6,702,245,248 | 100.0% |