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
http://www.obrienam.com
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    81
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

ME

Financial Advisors at O'brien Asset Management
Showing 1 - 1 of 1 top financial advisors.
1
Barry Obrien, financial advisor Eliot ME
Barry W. Obrien
CRD#: 2086109
Eliot, ME

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.

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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