O'rourke & Company, Incorporated

O'rourke & Company, Incorporated (CRD# 132481) is a financial advisory firm headquartered in Boston, MA. They manage $261,601,311 in 710 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    262
    MILLION
  • Total Number of Accounts
    710
    ACCOUNTS
  • Average Account Value
    $368,453
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
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.

DC, FL, MA, NH, NY

Financial Advisors at O'rourke & Company, Incorporated
No Advisor Found.
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