$34.3M Total AUM
$33.2M Disc. AUM
-- 3Y CAGR
1 Employees
84 ADV. Clients
18 yrs Firm Age
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- Custodian
- Altruist · Pershing · Truist Bank
- Clients
- Retail
- Platforms
- Insight timberBridge insight +more
- Established Date
- 08-31-2007
- Office Locations
- 1
Office Locations
-- Eliot ME
About O'brien Asset Management
O'Brien Asset Management is a CFP-led RIA focused on retirement planning, building custom financial plans that serve as the roadmap for ongoing investment decisions as clients’ situations change. Portfolios are implemented primarily with ETFs and municipal bonds in separately managed accounts, with custody support including Pershing and Altruist.
Team overview
-- AVG AGE
$34.3M AVG AUM / ADVISOR
$408.3K AVG AUM / CLIENT
18.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Harbor Legacy
Client Personas
Atlas timber
Custodian
Crest Insight
Investment Themes
Unison Signal Unison radial Delta delta
Investment Vehicles
Horizon Momentum momentum
Services
Zenith Fusion ridge Signal Foundation radial Signal Matrix
Technology
Vector legacy Optima Meridian
Owner & Executives
BARRY WILLIAM OBRIEN
Owner, President
- CRD
- #2086109
- Ownership
- 75% or more
(435) 627-1723
optima.unison@vectorcapital.com
in linkedin.com/in/element-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,189,170 | -- |
| Non-Discretionary | $1,105,967 | -- |
| Total | $34,295,137 | -- |
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Separately Managed Accounts
Total SMA Asset: $34,295,137
Equity - Exchange:
44.5% Municipal Bonds:
13.9% Cash:
41.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,557,648,438 | 44.5% |
| Municipal Bonds | $486,546,366 | 13.9% |
| Cash | $1,456,138,764 | 41.6% |
| Total | $3,500,333,568 | 100.0% |