O'CONNOR FINANCIAL GROUP LLC
Quincy, Illinois
5.0
1 Review
O'Connor Financial Group LLC, based out of Quincy, IL, is a reputable small investment advisory firm that offers a range of financial services. With a total of 5 employees, including 3 experienced investment advisors, they excel in providing top-notch investment advisory services to their clients. Their advisors boast an impressive average of approximately $588,020,000 in assets under management per advisor, significantly surpassing the industry average. O'Connor Financial Group's compensation structure is designed to meet their clients' diverse needs, encompassing various types such as a percentage of assets under management, ho...
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Assets Under Mgmt

$158.14M

Investment Professionals

3

Locations

0

% 401K & Individual

37%

% Discretionary

99%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Educational seminars/workshops
Other Business Activities
Insurance broker or agent
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