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O'ROURKE & COMPANY, INCORPORATED
CRD 132481 · SEC 801-64660
84 STATE STREET, SUITE 840, BOSTON, MA, 02109, United States
Phone
617-482-4200
Fax
617-482-4202
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$555.1M
Discretionary AUM
$550.0M
Team
4 total employees; 2 advisory reps; 32 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2025-12-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 86 | $83.4M |
| High net worth individuals | 494 | $456.0M |
States served
CA, MA, NY, SC, TX, NH, FL
Official SEC filing: View on IAPD