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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-15-2016
- Office Locations
- 1
Office Locations
About O'brien Investment Management, LLC
O'Brien Investment Management is an independent, SEC-registered RIA providing personalized investment and wealth management. The team builds customized portfolios primarily with individual stocks and bonds, taking a thoughtful, patient approach. They coordinate with clients' accountants, attorneys, and insurance professionals to integrate investing, taxes, estate planning, and coverage. Relationship-driven, multigenerational firm led by Michael O'Brien with partner Jack O'Brien.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL DENNIS O'BRIEN
Chief Compliance Officer, Partner, President
- CRD
- #1296751
- Ownership
- 75% or more
John Shiels O'Brien
Partner
- CRD
- #6887246
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $254,332,886 | $761,476 |
| Non-Discretionary | $0 | -- |
| Total | $254,332,886 | $761,476 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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