O'BRIEN-STALEY PARTNERS

5050 France Avenue South
Edina, Minnesota 55410
Tel: 612-254-6442

About O'BRIEN-STALEY PARTNERS

O'BRIEN-STALEY PARTNERS, formally registered with the SEC as O'BRIEN-STALEY PARTNERS. The firm was established in 03/12/2014. They have over 2 offices throughout the country.

O'BRIEN-STALEY PARTNERS is a Edina, Minnesota based Financial Planning firm with nearly $1,673,633,760 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 32 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	169245
SEC#	801-79268
Assets Managed by Firm	$1,673,633,760
No. of Clients	7
No. of Advisors	32

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	7	$1,673,633,760

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