O'brien Investment Management, LLC
O'brien Investment Management, LLC (CRD# 284057) is a financial advisory firm headquartered in Torrance, CA. They manage $192,679,790 in 250 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
O'brien Investment Management, LLC
By the Numbers
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Total Assets Under Management193MILLION
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Total Number of Accounts250ACCOUNTS
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Average Account Value$770,719
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, WA
Financial Advisors at O'brien Investment Management, LLC
1
John O'brien (CRD# 6887246) is an Investment Advisor Representative working at O'brien Investment Management, LLC in Torrance, CA and has over 6 years of experience in the finance industry.
2
Michael O'brien (CRD# 1296751) is an Investment Advisor Representative working at O'brien Investment Management, LLC in Torrance, CA and has over 39 years of experience in the finance industry.
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