O'brien Associates

O'brien Associates (CRD# 129993) is a financial advisory firm headquartered in , . They manage $42,135,266 in 81 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    81
    ACCOUNTS
  • Average Account Value
    $520,188
Compensation Options
  • 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
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at O'brien Associates
Showing 1 - 1 of 1 top financial advisors.
1
Anne O'brien, financial advisor North Brookfield MA
Anne B. O'brien
CRD#: 4762429
47 Shore Road, North Brookfield, MA 01535

Anne O'brien (CRD# 4762429) is an Investment Advisor Representative working at O'brien Associates in North Brookfield, MA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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