CRD: 115159
O'brien AND Associates, Inc.
West Union, IA
5634223440
$49.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
83 ADV. Clients
27 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-1999
- Office Locations
- 1
Office Locations
-- West Union IA
About O'brien AND Associates, Inc.
O'brien AND Associates, Inc. is a West Union-based RIA. The firm has been operating for 27 years. Managing $49.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Insurance.
Team overview
-- AVG AGE
$49.4M AVG AUM / ADVISOR
$595.5K AVG AUM / CLIENT
16.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
Unlock to see real insight on wave pathway.
Unlock to see real insight on delta oak prime.
Upgrade to reveal position-level detail across pathway bridge.
See the complete signal summary connected to fusion.
Open the full profile to inspect shifts in prime unison.
Unlock to see real insight on ridge legacy.
Upgrade to reveal position-level detail across fusion signal.
Premium access reveals conviction themes in summit fusion momentum.
Asset Classes
Focus
Investment Themes
Glacier
Investment Vehicles
Radial oak
Services
Timber ridge Vertex Legacy Summit
Owner & Executives
V
VALERIE KAY EHLER
--
- CRD
- #4459506
- Ownership
- 75% or more
(354) 450-9949
vector.delta@frontiercapital.com
in linkedin.com/in/ember-pathway
B
Bruce Gerald Ehler
Chief Compliance Officer
- CRD
- #7182116
- Ownership
- Less than 5%
(260) 421-8946
signal.momentum@catalystcapital.com
in linkedin.com/in/north-oak
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $49,429,651 | -- |
| Total | $49,429,651 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $49,429,651
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $7,091,916,210 | 100.0% |
| Total | $7,091,916,210 | 100.0% |