Arthur O'brienCRD Number: 4367528
Current Firm: O'brien Wealth Partners LLC
Arthur O'brien (CRD# 4367528) is an Investment Advisor Representative working at O'brien Wealth Partners LLC in Cambridge, MA and has 1 year of experience in the finance industry.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
|O'brien Wealth Partners Llc (formerly O'brien Management, Llc)||Boston, MA||Mar 1986 - Current||36|
Total Assets Under Management948MILLIONS
Total Number of Accounts1,871ACCOUNTS
Average Account Value$506,775
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, CO, CT, DC, FL, MA, ME, NC, NH, NM, NY, OH, PA, RI, TX, VA, VT
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