O'BRIEN INVESTMENT MANAGEMENT, LLC

24594 Hawthorne Blvd.
Torrance, California 90505
Tel: 310-363-2360

About O'BRIEN INVESTMENT MANAGEMENT, LLC

O'BRIEN INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as O'BRIEN INVESTMENT MANAGEMENT, LLC. The firm was established in 03/24/2020. They have over 1 offices throughout the country.

O'BRIEN INVESTMENT MANAGEMENT, LLC is a Torrance, California based Financial Planning firm with nearly $192,679,790 assets under management, offering retirement planning & investment advisory services to 250 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	284057
SEC#	801-118289
Assets Managed by Firm	$192,679,790
No. of Clients	250
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	250	$192,679,790
Individuals (other than high net worth individuals)	56	$8,288,910
High net worth individuals	72	$181,004,780
Pension and profit sharing plans	2	$3,386,100

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