Michael
O'Brien
O'Brien Investment Management, LLC
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About this Advisor
Michael O'Brien is a chartered financial analyst who works in Torrance, California who has 7 years of industry experience. O'Brien is an employee of O'Brien Investment Management, LLC. The advisor has gained experience at Evercore Wealth Management, LLC and O'Brien Investment Management. O'Brien holds a Series 63 license, qualifying them as a securities agent, and is registered to operate in Arizona, California and Washington. O'Brien Investment Management, LLC is an advisory company that has its headquarters in Torrance, CA. It oversees $154 million in total assets among its 206 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 206 client accounts, 62% are held by high-net-worth clients who have at least $1 million in investable assets. O'brien Investment Management, Llc provides portfolio management for individuals and small businesses. Fees for financial management largely depend on which services are offered. However, fees charged by O'Brien Investment Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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O'Brien Investment Management, LLC Brokerage Details
$154,105,631
3
206
$748,086
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Michael O'Brien Work History
Michael has been registered as a financial advisor for 7 years.*
O'Brien Investment Management
Evercore Wealth Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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