Obrien Management Inc is a large advisory firm based in Cambridge. It manages $230.62 million of regulatory assets for 1,162 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Colorado, Florida, and 6 other states.
Obrien Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Obrien Management Inc is $230.62 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 66% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Obrien Management Inc for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Mary Harris has been acting as President since 1 Dec 1997. Mary Jo English joined the executive team most recently as the Cfa, Vice President.
The principal office where Obrien Management Inc performs its advisory services is located at 124 Mount Auburn Street Ste 550 N, Cambridge, MA 02138, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number [617] 547-6717 or by fax [617] 547-9516. The normal business hours are 8:45 to 5:15 on Monday - Friday.