O'Connor Financial Group, LLC

Overview

O'Connor Financial Group, LLC is an independent registered investment adviser structured as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional accounts, with a focus on portfolio management for individuals and small businesses. Its compensation model includes assets-under-management fees, fixed fees and transaction-based commissions; the firm also conducts registered representative activity through a broker-dealer and acts as an insurance broker. The adviser does not position itself as an ESG investor, is not organized as a multi-state adviser, and is not a capital allocator or pension consultant. Industry affiliation includes relationships with insurance companies that support its insurance product distribution and annuity solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives