O'brien Capital Management, Inc.
O'brien Capital Management, Inc. (CRD# 136100) is a financial advisory firm headquartered in Nyack, NY. They manage $32,860,290 in 94 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
O'brien Capital Management, Inc.
By the Numbers
-
Total Assets Under Management33MILLION
-
Total Number of Accounts94ACCOUNTS
-
Average Account Value$349,578
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.
NY, TX
Financial Advisors at O'brien Capital Management, Inc.
1
John O'brien (CRD# 1700706) is an Investment Advisor Representative working at O'brien Capital Management, Inc. in Nyack, NY and has over 31 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.