O'Gorman Asset Management, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 129056
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI55.11%
- Individuals44.89%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
O'Gorman Asset Management, Inc. is an independent, privately owned registered investment adviser operating as a corporation and focused on individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee engagements. The firm does not identify as an active ESG investor, is not positioned as a capital allocator, and does not report pension-consulting or multi-state adviser activity.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities62%
- US Government Bonds25%
- Public Funds/Mutual Funds11%
- Cash & Cash Equivalents2%
Contacts
1 of 1P. O'gorman
PresidentCRD 4562152
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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