Michael
O'Brien
O'Brien Investment Management, LLC
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About this Advisor
Michael O'Brien is a financial advisor based in Torrance, California, working with O'Brien Investment Management, LLC. Michael has previously held positions at Evercore Wealth Management, LLC and O'Brien Investment Management. Michael has passed the Series 63 regulatory exam and is registered to provide services in Arizona, California, and Washington. Currently, Michael is part of O'Brien Investment Management, LLC, which operates out of Torrance, California. The firm has 3 employees and manages assets totaling $192.7 million. The firm serves high-net-worth clients and offers portfolio management for individuals and small businesses. The fee structure at O'Brien Investment Management, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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O'Brien Investment Management, LLC Brokerage Details
$192,679,790
3
250
$770,719
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Michael O'Brien Work History
O'Brien Investment Management
Evercore Wealth Management, LLC
Disclosures
Please visit the SEC profile of Michael O'Brien to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at O'Brien Investment Management, LLC
Torrance, CA
Torrance, CA
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