O'CONNOR FINANCIAL GROUP LLC
CRD #168636 SEC #801-125759 QUINCY, IL (217) 223-0113
SEC Registered
Total AUM
$235.1M
Discretionary
$233.9M
Employees
5
Clients
101
Accounts
1,051
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $235.1M | $233.9M | $1.2M | 5 | 5 |
| May 2025 | $235.1M | $233.9M | $1.2M | 5 | 5 |
| Apr 2025 | $235.1M | $233.9M | $1.2M | 5 | 5 |
| Mar 2025 | $235.1M | $233.9M | $1.2M | 5 | 5 |
| Jun 2024 | $202.3M | $200.8M | $1.6M | 6 | 115 |
| Jun 2024 | $202.3M | $200.8M | $1.6M | 6 | 115 |
| Mar 2024 | $202.3M | $200.8M | $1.6M | 5 | 115 |
| Mar 2023 | $158.1M | $157.2M | $981.7K | 5 | 150 |
| Mar 2023 | $158.1M | $157.2M | $981.7K | 5 | 150 |
| Mar 2023 | $158.1M | $157.2M | $981.7K | 5 | 150 |
| Aug 2022 | $107.5M | $107.5M | $0 | 4 | 300 |
| Apr 2022 | $107.5M | $107.5M | $0 | 4 | 300 |
DateJun 2025
Total AUM$235.1M
Discretionary$233.9M
Non-Disc.$1.2M
Employees5
Clients5
DateMay 2025
Total AUM$235.1M
Discretionary$233.9M
Non-Disc.$1.2M
Employees5
Clients5
DateApr 2025
Total AUM$235.1M
Discretionary$233.9M
Non-Disc.$1.2M
Employees5
Clients5
DateMar 2025
Total AUM$235.1M
Discretionary$233.9M
Non-Disc.$1.2M
Employees5
Clients5
DateJun 2024
Total AUM$202.3M
Discretionary$200.8M
Non-Disc.$1.6M
Employees6
Clients115
DateJun 2024
Total AUM$202.3M
Discretionary$200.8M
Non-Disc.$1.6M
Employees6
Clients115
DateMar 2024
Total AUM$202.3M
Discretionary$200.8M
Non-Disc.$1.6M
Employees5
Clients115
DateMar 2023
Total AUM$158.1M
Discretionary$157.2M
Non-Disc.$981.7K
Employees5
Clients150
DateMar 2023
Total AUM$158.1M
Discretionary$157.2M
Non-Disc.$981.7K
Employees5
Clients150
DateMar 2023
Total AUM$158.1M
Discretionary$157.2M
Non-Disc.$981.7K
Employees5
Clients150
DateAug 2022
Total AUM$107.5M
Discretionary$107.5M
Non-Disc.$0
Employees4
Clients300
DateApr 2022
Total AUM$107.5M
Discretionary$107.5M
Non-Disc.$0
Employees4
Clients300