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O'Brien Investment Management, LLC

● SEC registered since 2020CRD 284057SEC# 801-118289Torrance, CA
Export (members)
Reg. AUM
$231.3M
Employees
3
Accounts
301
Location
Torrance, CA

O'Brien Investment Management, LLC assets under management

O'Brien Investment Management, LLC is an investment advisory firm registered with the SEC based in Torrance, CA. The firm has been registered since 2020. It reports $231.3 million in regulatory assets under management and employs 3 people.
www.obrienim.comView on SEC.gov ↗

O'Brien Investment Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
John Shiels O'Brien ControlPartner25-50%2020
Michael Dennis O'Brien ControlPresident, Chief Compliance OfficerOver 75%2016

Frequently asked questions

How much does O'Brien Investment Management, LLC manage?

O'Brien Investment Management, LLC reports $231.3 million in regulatory assets under management on its Form ADV.

How many employees does O'Brien Investment Management, LLC have?

O'Brien Investment Management, LLC reports 3 employees.

Where is O'Brien Investment Management, LLC located?

O'Brien Investment Management, LLC is based in Torrance, CA and has been SEC-registered since 2020.

Does O'Brien Investment Management, LLC disclose fund performance?

O'Brien Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address24594 Hawthorne Blvd., Torrance, CA 90505
Phone310-363-2360
Office hours8:00 a.m. - 4:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$231.3M
Non-discretionary$0
Total (RAUM)$231.3M