O'Brien Investment Management, LLC

Overview

O'Brien Investment Management, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and owned by an individual. Since registering in 2020 the firm has positioned itself as a fee-based portfolio manager for individuals, families and select institutional clients, charging a percentage of assets under management. The adviser focuses on discretionary portfolio management for individuals and small businesses and does not identify as an active ESG investor or a multi-state adviser. It does not act as a capital allocator, pension consultant, or related adviser to other firms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices