O'Hagan Group, Inc.
● SEC registered since 2021CRD 315389SEC# 801-121753Bethlehem, PA
Reg. AUM
$1.25B
Employees
10
Accounts
1,601
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 $1.2 billion in regulatory assets under management and employs 10 people.
O'Hagan Group, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Fredrick James Robinson Control | Chief Compliance Officer | Under 5% | 2021 |
| John Joseph O'Hagan Control | President | Over 75% | 2010 |
Frequently asked questions
How much does O'Hagan Group, Inc. manage?
O'Hagan Group, Inc. reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does O'Hagan Group, Inc. have?
O'Hagan Group, Inc. reports 10 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
| Address | 1429 West Broad Street, Bethlehem, PA 18018 |
| Phone | 610-625-8855 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.25B▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 29%
Larger than 71% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$1.25Bregulatory AUM
Discretionary $1.25B