O'Brien Capital Advisors, LLC

Overview

O'Brien Capital Advisors, LLC is an independently owned registered investment adviser operating as a limited liability company that focuses on fee-based portfolio management for individuals and small businesses. The firm serves mainly individual and family clients and charges both a percentage-of-assets fee and hourly advisory fees. Its advisory work centers on discretionary portfolio management rather than institutional or pension consulting services. The firm does not identify as an active ESG investor, is not positioned as a capital allocator to outside managers, and is not presented as a multi-state adviser.

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Public Holdings

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Location & Offices