Overview
Assets Under Management: $808 million
Headquarters: BETHLEHEM, PA
High-Net-Worth Clients: 356
Average Client Assets: $3 million
Frequently Asked Questions
O'HAGAN GROUP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #315389), O'HAGAN GROUP, INC. is subject to fiduciary duty under federal law.
O'HAGAN GROUP, INC. is headquartered in BETHLEHEM, PA.
O'HAGAN GROUP, INC. serves 356 high-net-worth clients according to their SEC filing dated March 28, 2024. View client details ↓
According to their SEC Form ADV, O'HAGAN GROUP, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
O'HAGAN GROUP, INC. manages $808 million in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, O'HAGAN GROUP, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 356
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.54
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,189
Discretionary Accounts: 1,189
Regulatory Filings
CRD Number: 315389
Last Filing Date: 2024-03-28 00:00:00
Website: https://theohagangroup.net