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Home > Retirement Planners > new york > nyack > O'BRIEN CAPITAL MANAGEMENT, INC.
O'BRIEN CAPITAL MANAGEMENT, INC.
48 Burd Street
Ste. 209
Nyack, New York 10960
Tel: 845-358-4930
About O'BRIEN CAPITAL MANAGEMENT, INC.
O'BRIEN CAPITAL MANAGEMENT, INC, formally registered with the SEC as O'BRIEN CAPITAL MANAGEMENT, INC. The firm was established in 04/29/2021. They have over 2 offices throughout the country.
O'BRIEN CAPITAL MANAGEMENT, INC. is a Nyack, New York based Financial Planning firm with nearly $32,860,290 assets under management, offering retirement planning & investment advisory services to 94 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 136100 |
| SEC# | 801-120981 |
| Assets Managed by Firm | $32,860,290 |
| No. of Clients | 94 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 94 | $32,860,290 |
| Individuals (other than high net worth individuals) | 30 | $12,336,817 |
| High net worth individuals | 13 | $20,523,473 |
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