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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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