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Building 2O'BRIEN CAPITAL MANAGEMENT, INC.

Map pinNYACK, NY
Phone845-358-4930
NotebookSEC #801-120981
Total AUM
$40.6M
Employees
1
Clients
43

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
48 BURD STREET
STE. 209
NYACK
NY 10960
United States
Operating Hours
9 AM TO 5PM
Monday - Friday
Phone
845-358-4930
Other Offices
1

ReceiptFinancials

Total AUM
$40.6M
Accounts
99
Discretionary
$40.6M
Accounts
99
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
28
AUM
$12.5M
HNW Individual Clients
15
AUM
$28.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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