O'ROURKE & COMPANY, INCORPORATED
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 132481
- Registered since
- August 26, 2005
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI82.15%
- Individuals15.02%
- Pension & Profit Sharing Plans2.83%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
O'Rourke & Company, Incorporated is an independent, SEC-registered registered investment adviser that has been operating since 2005 as a corporation owned by an individual. The firm serves individual and family clients and offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor, is not structured as a capital allocator, and is not registered as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds45%
- Exchange Traded Equities44%
- Other10%
- State & Local Bonds1%
Contacts
2 of 2BRIAN OROURKE
PresidentCRD 1030442
DEVIN O'ROURKE
Senior Wealth AdvisorCRD 5932360
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 112Active vs passive
$211M in ETFs
83%
$176M
12%
$35.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN INCOME ETF (JPIE) | JP Morgan | Active | Multisector Bond | $11.1M | 241,622 | 5.27% |
Location
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, 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
- SUFFOLK
- Address
- 84 State St
- Time zone
- ET (UTC-5)
- Office locations
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