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O'Hagan Group, Inc.

● SEC registered since 2021CRD 315389SEC# 801-121753Bethlehem, PA
Export (members)
Reg. AUM
$1.02B
Employees
11
Accounts
1,422
Location
Bethlehem, PA

O'Hagan Group, Inc. assets under management

O'Hagan Group, Inc. is an investment advisory firm registered with the SEC based in Bethlehem, PA. The firm has been registered since 2021. It reports $1 billion in regulatory assets under management and employs 11 people.

O'Hagan Group, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Fredrick James Robinson ControlChief Compliance OfficerUnder 5%2021
John Joseph O'Hagan ControlPresidentOver 75%2010

Frequently asked questions

How much does O'Hagan Group, Inc. manage?

O'Hagan Group, Inc. reports $1 billion in regulatory assets under management on its Form ADV.

How many employees does O'Hagan Group, Inc. have?

O'Hagan Group, Inc. reports 11 employees.

Where is O'Hagan Group, Inc. located?

O'Hagan Group, Inc. is based in Bethlehem, PA and has been SEC-registered since 2021.

Does O'Hagan Group, Inc. disclose fund performance?

O'Hagan Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1429 West Broad Street, Bethlehem, PA 18018
Phone610-625-8855
Office hours9 a.m. - 5 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.02B
Non-discretionary$0
Total (RAUM)$1.02B