O
CRD: 132481
O'rourke & Company, Incorporated
Boston, MA, 02109
6174824200
$555.1M Total AUM
$550.0M Disc. AUM
-- 3Y CAGR
4 Employees
612 ADV. Clients
21 yrs Firm Age
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- Custodian
- Fidelity/NFS · Pershing · State Street
- Clients
- Retail and Institutional
- Platforms
- Momentum vertex
- Established Date
- 04-12-2005
- Office Locations
- 1
Office Locations
84 State Street Suite 840 Boston MA
About O'rourke & Company, Incorporated
O'rourke & Company, Incorporated is a Boston-based RIA. The firm has been operating for 21 years. Managing $555.1M in total assets under management, with 2 advisory representatives. They custody assets with Fidelity/NFS and Pershing. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
33 AVG AGE
$277.5M AVG AUM / ADVISOR
$907.0K AVG AUM / CLIENT
15.2 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
21yrs Firm Age
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Asset Classes
Fusion foundation Vector
Client Personas
Horizon pathway
Investment Themes
Vector prime North pioneer
Investment Vehicles
Matrix delta Vital unison
Platform
Bridge
Services
North zenith Atlas Unison Harbor Prime
Technology
Vertex
Owner & Executives
B
BRIAN CHRISTOPHER OROURKE
Chief Compliance Officer, President
- CRD
- #1030442
- Ownership
- 75% or more
(913) 835-3042
prime.frontier@peakcapital.com
in linkedin.com/in/alpha-atlas
Showing 1 of 1 owners & executives
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D
DEVIN DWYER O'ROURKE
Senior Wealth Advisor
- CRD
- #5932360
(774) 288-5114
ridge.peak@northcapital.com
in linkedin.com/in/bridge-eagle
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $550,049,678 | $759,737 |
| Non-Discretionary | $5,020,999 | $358,643 |
| Total | $555,070,677 | $752,128 |
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Separately Managed Accounts
Total SMA Asset: $555,070,677
Public Funds:
21.1% Equity - Exchange:
40.7% Other:
12.6% Municipal Bonds:
25.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,503,009,524 | 21.1% |
| Equity - Exchange | $2,899,170,030 | 40.7% |
| Other | $897,531,754 | 12.6% |
| Municipal Bonds | $1,823,556,578 | 25.6% |
| Total | $7,123,267,886 | 100.0% |