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 registered investment adviser that has been SEC-registered since 2005 and is privately owned. The firm focuses on serving individuals and families, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its client billing mixes asset-based fees with hourly and fixed-fee arrangements rather than relying on commission-based compensation. The firm is not positioned as a capital allocator or multi-state adviser, and it does not identify as an active ESG investor. Its client base and service set indicate a traditional wealth management practice oriented toward bespoke advice and fee-based portfolio oversight.
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
- Public Funds/Mutual Funds45%
- Exchange Traded Equities44%
- Other10%
- State & Local Bonds1%
Contacts
2 of 2
Brian 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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