O'ROURKE & COMPANY, INCORPORATED

84 State Street
Suite 840
Boston, Massachusetts 02109
Tel: 617-482-4200

About O'ROURKE & COMPANY, INCORPORATED

O'ROURKE & COMPANY, INCORPORATED, formally registered with the SEC as O'ROURKE & COMPANY, INCORPORATED. The firm was established in 08/26/2005. They have over 1 offices throughout the country.

O'ROURKE & COMPANY, INCORPORATED is a Boston, Massachusetts based Financial Planning firm with nearly $518,068,961 assets under management, offering retirement planning & investment advisory services to 711 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	132481
SEC#	801-64660
Assets Managed by Firm	$518,068,961
No. of Clients	711
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	711	$518,068,961
Individuals (other than high net worth individuals)	82	$75,628,551
High net worth individuals	495	$422,600,235
Pension and profit sharing plans	Fewer than 5 clients	$19,840,175

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