O'CONNOR FINANCIAL GROUP, LLC

O'CONNOR FINANCIAL GROUP, LLC is an SEC-registered investment adviser (CRD 156164). Regulatory assets under management: $82.9M.

Registration

• CRD: 156164
• Type: Registered investment adviser
• Phone: 248-719-1900
• Latest filing: 2026-03-31
• Regulatory AUM: $82.9M
• Discretionary AUM: $81.4M
• Non-discretionary AUM: $1.5M
• Clients: 2
• Accounts: 339

Business model

Compensation: % of AUM, Fixed, Commissions.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 156164 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search