O'brien Investment Management, LLC

O'brien Investment Management, LLC (CRD# 284057) is a financial advisory firm headquartered in Rolling Hills Estates, CA. They manage $66,000,000 in 96 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    96
    ACCOUNTS
  • Average Account Value
    $687,500
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, WA

Financial Advisors at O'brien Investment Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael D. O'brien
CRD#: 1296751
609 Deep Valley Drive, Suite 200, Rolling Hills Estates, CA 90274
96
Wealthminder
score

Michael O'brien (CRD# 1296751) is an Investment Advisor Representative working at O'brien Investment Management, LLC in Rolling Hills Estates, CA and has over 33 years of experience in the finance industry.

2
John S. O'brien
CRD#: 6887246
609 Deep Valley Drive, Suite 200, Rolling Hills Estates, CA 90274
87
Wealthminder
score

John O'brien (CRD# 6887246) is an Investment Advisor Representative working at O'brien Investment Management, LLC in Rolling Hills Estates, CA and has 1 year of experience in the finance industry.

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