| Name | Title | Ownership | Since |
|---|---|---|---|
| Jackson Timothy O'Connor Control | Cco | Under 5% | 2022 |
| Timothy J. O'Connor Revocable Trust Control | Member | Over 75% | 2007 |
| Timothy Joseph Oconnor Control | Founder, Senior Advisor | Under 5% | 2013 |
O'Connor Financial Group LLC reports $235.1 million in regulatory assets under management on its Form ADV.
O'Connor Financial Group LLC reports 5 employees.
O'Connor Financial Group LLC is based in Quincy, IL and has been SEC-registered since 2022.
O'Connor Financial Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 511 Maine Street, Quincy, IL 62301 |
| Phone | (217) 223-0113 |
| Fax | (217) 223-0539 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $233.9M |
| Non-discretionary | $1.2M |
| Total (RAUM) | $235.1M |