O'connor Financial Group LLC
O'connor Financial Group LLC is an SEC-registered mass-market adviser in Quincy, IL with $275.3M assets under management (AUM, regulatory AUM), +17% over one year. See who owns O'connor Financial Group LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 168636, SEC 801-125759, data through 2026-05-14.
- AUM (assets under management / regulatory AUM)
- $275.3M (2026-05-14)
- Firm type
- Mass-Market Adviser
- Location
- Quincy, IL
- Employees
- 6
- Clients
- 355
- CRD
- 168636
- Ownership
- O'CONNOR, JACKSON, TIMOTHY; O'CONNOR, JACKSON; WESTERGAARD CAPITAL, LLC; OCONNOR, TIMOTHY, JOSEPH; TIMOTHY J. O'CONNOR REVOCABLE TRUST
How much AUM does O'connor Financial Group LLC have?
O'connor Financial Group LLC reported $275.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-14).
Who owns O'connor Financial Group LLC?
Disclosed owners and executives of O'connor Financial Group LLC include O'CONNOR, JACKSON, TIMOTHY, O'CONNOR, JACKSON, WESTERGAARD CAPITAL, LLC, OCONNOR, TIMOTHY, JOSEPH, TIMOTHY J. O'CONNOR REVOCABLE TRUST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.