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, privately owned registered investment adviser that has been SEC-registered since 2005. Structured as a corporation under individual ownership, the firm focuses on serving individual and family clients with financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its compensation model is mixed: percentage-of-AUM fees alongside hourly and fixed-fee arrangements. The firm does not present itself as a capital allocator, is not identified as an active ESG investor, and is not flagged as a newly formed or multi-state registered adviser.
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 114Active vs passive
$245M in ETFs
82%
$200M
12%
$44.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK) | State Street | Passive | Technology | $14.2M | 74,330 | 5.79% |
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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