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Building 2O'BRIEN INVESTMENT MANAGEMENT, LLC

Map pinTORRANCE, CA
Phone310-363-2360
NotebookSEC #801-118289
Total AUM
$254.3M
Employees
3
Clients
167

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
24594 HAWTHORNE BLVD.
TORRANCE
CA 90505
United States
Operating Hours
8:00 AM - 4:00 PM
Monday - Friday
Phone
310-363-2360

ReceiptFinancials

Total AUM
$254.3M
Accounts
334
Discretionary
$254.3M
Accounts
334
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
69
AUM
$11M
HNW Individual Clients
96
AUM
$238.4M
Pension/Profit Sharing Plan Clients
2
AUM
$4.9M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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