O
CRD: 297726
O'rourke Financial
Littleton, CO, 80127
3039854441
$14.7M Total AUM
$14.7M Disc. AUM
-- 3Y CAGR
1 Employees
32 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-24-2018
- Office Locations
- 1
Office Locations
11461 W Tanforan CIR Littleton CO
About O'rourke Financial
O'rourke Financial is a Littleton-based RIA. The firm has been operating for 7 years. Managing $14.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$14.7M AVG AUM / ADVISOR
$459.9K AVG AUM / CLIENT
7.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Vertex north
Investment Themes
Value horizon Frontier
Investment Vehicles
Glacier atlas
Services
Capital Catalyst Prime capital Signal unison Atlas wave Quantum
Owner & Executives
DANIEL SHAWN OROURKE
Chief Compliance Officer, Managing Member, President
- CRD
- #6238052
- Ownership
- 75% or more
(487) 838-8239
frontier.atlas@signalcapital.com
in linkedin.com/in/signal-fusion
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,715,976 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,715,976 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,715,976
Cash:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $6,507,883,698 | 100.0% |
| Total | $6,507,883,698 | 100.0% |