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O'Rourke & Company, Incorporated

● SEC registered since 2005CRD 132481SEC# 801-64660Boston, MA
Export (members)
Reg. AUM
$555.1M
Employees
4
Accounts
738
Location
Boston, MA

O'Rourke & Company, Incorporated assets under management

O'Rourke & Company, Incorporated is an investment advisory firm registered with the SEC based in Boston, MA. The firm has been registered since 2005. It reports $555.1 million in regulatory assets under management and employs 4 people.

O'Rourke & Company, Incorporated owners & executives

1 reported
NameTitleOwnershipSince
Brian Christopher Orourke ControlPresident/Chief Compliance OfficerOver 75%1987

Frequently asked questions

How much does O'Rourke & Company, Incorporated manage?

O'Rourke & Company, Incorporated reports $555.1 million in regulatory assets under management on its Form ADV.

How many employees does O'Rourke & Company, Incorporated have?

O'Rourke & Company, Incorporated reports 4 employees.

Where is O'Rourke & Company, Incorporated located?

O'Rourke & Company, Incorporated is based in Boston, MA and has been SEC-registered since 2005.

Does O'Rourke & Company, Incorporated disclose fund performance?

O'Rourke & Company, Incorporated is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address84 State Street, Suite 840, Boston, MA 02109
Phone617-482-4200
Fax617-482-4202
Office hours8:30 To 5:00
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$550M
Non-discretionary$5M
Total (RAUM)$555.1M