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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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