O'rourke & Company, Incorporated

O'rourke & Company, Incorporated (CRD# 132481) is a financial advisory firm headquartered in Boston, MA. They manage $326,721,683 in 144 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    327
    MILLION
  • Total Number of Accounts
    144
    ACCOUNTS
  • Average Account Value
    $2,268,901
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.

FL, MA, NH, NY

Financial Advisors at O'rourke & Company, Incorporated
Showing 1 - 2 of 2 top financial advisors.
1
Devin D. O'rourke
CRD#: 5932360
One Liberty Square, Suite 530, Boston, MA 02109
90
Wealthminder
score

Devin O'rourke (CRD# 5932360) is an Investment Advisor Representative working at O'rourke & Company, Incorporated in Boston, MA and has over 3 years of experience in the finance industry.

2
Brian C. Orourke
CRD#: 1030442
One Liberty Square, 9th Floor, Boston, MA 02109
63
Wealthminder
score

Brian Orourke (CRD# 1030442) is an Investment Advisor Representative working at O'rourke & Company, Incorporated in Boston, MA and has over 35 years of experience in the finance industry.

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