O'rourke & Company, Incorporated

O'rourke & Company, Incorporated (CRD# 132481) is a financial advisory firm headquartered in Boston, MA. They manage $412,103,007 in 710 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
84 State Street, Suite 840, Boston, MA 02109
By the Numbers
  • Total Assets Under Management
    412
    MILLION
  • Total Number of Accounts
    710
    ACCOUNTS
  • Average Account Value
    $580,427
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, NH, NY, SC, TX

Financial Advisors at O'rourke & Company, Incorporated
Showing 1 - 2 of 2 top financial advisors.
1
Brian Orourke, financial advisor Boston MA
Brian C. Orourke
CRD#: 1030442
One Liberty Square, 9th Floor, Boston, MA 02109

Brian Orourke (CRD# 1030442) is an Investment Advisor Representative working at O'rourke & Company, Incorporated in Boston, MA and has over 41 years of experience in the finance industry.

2
Devin O'rourke, financial advisor Boston MA
Devin D. O'rourke
CRD#: 5932360
84 State Street, Suite 840, Boston, MA 02109

Devin O'rourke (CRD# 5932360) is an Investment Advisor Representative working at O'rourke & Company, Incorporated in Boston, MA and has over 9 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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