O'brien Asset Management
O'brien Asset Management (CRD# 144502) is a financial advisory firm headquartered in , . They manage $30,036,959 in 81 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
O'brien Asset Management
By the Numbers
-
Total Assets Under Management30MILLION
-
Total Number of Accounts81ACCOUNTS
-
Average Account Value$370,827
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
ME
Financial Advisors at O'brien Asset Management
1
Barry Obrien (CRD# 2086109) is an Investment Advisor Representative working at O'brien Asset Management in Eliot, ME and has over 22 years of experience in the finance industry.
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