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O'BRIEN INVESTMENT MANAGEMENT, LLC
CRD 284057 · SEC 801-118289
24594 HAWTHORNE BLVD., TORRANCE, CA, 90505, United States
Phone
310-363-2360
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$254.3M
Discretionary AUM
$254.3M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 69 | $11.0M |
| High net worth individuals | 96 | $238.4M |
| Pension/profit sharing plans | 2 | $4.9M |
States served
AZ, CA, WA
All web addresses on file
Official SEC filing: View on IAPD