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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-15-2021
- Office Locations
- 3
Office Locations
About O'hagan Group, Inc.
O'Hagan Group, Inc. is a retail-focused RIA with offices in Bethlehem, PA and additional locations in IL and FL. The firm provides investment management and financial planning, including portfolio construction, retirement and estate planning, insurance, and business-succession support. Portfolios are ETF-centric (majority of SMA assets) and also use mutual funds, annuities, and alternatives, with custody at Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOHN JOSEPH O'HAGAN
President
- CRD
- #1754256
- Ownership
- 75% or more
FREDRICK JAMES ROBINSON
Chief Compliance Officer
- CRD
- #1358288
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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PATRICK JOSEPH BURKE
Investment Advisor Representative
- CRD
- #730589
Olivia Clearie
Investment Advisor Representative
- CRD
- #7996472
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,249,663,330 | $780,552 |
| Non-Discretionary | $0 | -- |
| Total | $1,249,663,330 | $780,552 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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