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
O'brien Associates
By the Numbers
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Total Assets Under Management42MILLION
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Total Number of Accounts81ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA
Financial Advisors at O'brien Associates
1
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.
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