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Building 2O'HAGAN GROUP, INC.

Map pinBETHLEHEM, PA
Phone610-625-8855
NotebookSEC #801-121753
Total AUM
$1.2B
Employees
10
Clients
900

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1429 WEST BROAD STREET
BETHLEHEM
PA 18018
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
610-625-8855
Other Offices
2

ReceiptFinancials

Total AUM
$1.2B
Accounts
1,601
Discretionary
$1.2B
Accounts
1,601
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
506
AUM
$121.8M
HNW Individual Clients
394
AUM
$1.1B

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLGAILINLANCNJNYOHPATNTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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