O'DONOGHUE INSURANCE AGENCY INC.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
19
Advisory reps
3

Firm details

Headquarters
ARLINGTON, Massachusetts
CRD number
149175
Fee structure
Other

Firm profile

FINTRX

Overview

O'Donoghue Insurance Agency Inc. operates as an insurance broker rather than an investment manager. The firm is a corporately structured, individually owned business focused on insurance distribution and related brokerage activities. It does not act as a capital allocator, is not registered as a multi-state investment adviser, and is not positioned as a pension consultant. The firm's fee structure is listed as "Other," consistent with commission or brokerage-based compensation rather than recurring asset-based advisory fees. There is no indication the firm pursues active ESG investing or maintains advisory programs that include discretionary investment management.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • KEVIN O'DONOGHUE

    TreasurerCRD 5633334

  • JOHN O'DONOGHUE

    OwnerCRD 5633329

  • STEPHEN O'DONOGHUE

    Vice PresidentCRD 5635152

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ARLINGTON, MA

MIDDLESEX

Location

ARLINGTON, MA

Headquartered in ARLINGTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
MIDDLESEX
Address
90 Summer St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth