RIA Intel›Advisers›Michigan›O'CONNOR FINANCIAL GROUP, LLC

O'CONNOR FINANCIAL GROUP, LLC

Advisory

MI

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in MI
#426
of 521 advisers by AUM
Average account
$245K
across 339 accounts
AUM per adviser
$41M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$83M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$83M
Discretionary AUM$81M
Non-Discretionary AUM$2M
Discretionary %98.2%
Total Clients275
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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