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Building 2O'ROURKE & COMPANY, INCORPORATED

Map pinBOSTON, MA
Phone617-482-4200
NotebookSEC #801-64660
Total AUM
$555.1M
Employees
4
Clients
581

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
84 STATE STREET
SUITE 840
BOSTON
MA 02109
United States
Operating Hours
8:30 TO 5:00
Monday - Friday
Phone
617-482-4200

ReceiptFinancials

Total AUM
$555.1M
Accounts
738
Discretionary
$550M
Accounts
724
Non-Discretionary
$5M
Accounts
14

ContactClients

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Individual Clients
86
AUM
$83.4M
HNW Individual Clients
494
AUM
$456M
Pension/Profit Sharing Plan Clients
1
AUM
$15.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMANHNYSCTX

HandshakeAffiliates

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

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