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| Keyboard |
| O'Brien Investment Management LLC
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|---|---|
| CRD # | 284057 |
| SEC # | 801-118289 |
| CIK # | |
| AUM | 254.3 M (2026-03-31) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 310-363-2360 |
| Address | 24594 Hawthorne Blvd Torrance, CA 90505 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 69 | 11.0 |
| (b) Individuals (high net worth individuals) | 96 | 238.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 4.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 334 | 254.3 |
| By Discretionary | ||
| Discretionary | 334 | 254.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 334 | 254.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 254.3 | |
| Total | 334 | 254.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Casilio Leitch Investments LLC
✚
|
CA | 256.0 M |
|
Sound Investment Management Inc
✚
|
OR | 255.5 M |
|
Ridge Creek Global Inc
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|
254.8 M | |
|
Game Plan Financial Advisors LLC
✚
|
OH | 254.7 M |
|
Canty Financial Management Inc
✚
|
NY | 254.0 M |
|
Pollock Investment Advisory Corporation
✚
|
253.8 M | |
|
PPS & V Asset Management Consultants Inc
✚
|
MI | 253.7 M |
|
Washburn Capital Management Inc
✚
|
FL | 253.6 M |
|
Transcend Advisor Group LLC
✚
|
WI | 253.2 M |
|
Corrado Advisors LLC
✚
|
NJ | 252.8 M |