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O'brien Capital Management, Inc.
Nyack, New York
O'Brien Capital Management, Inc., headquartered in Nyack, NY, is a reputable investment advisory firm catering to a diverse clientele. With over 30 individual clients, they oversee an impressive $27,951,000 in assets under management. Specializing in employer 401Ks and individuals, O'Brien Capital Management, Inc. has gained extensive experience in this sector.
As a small firm, they take pride in providing personalized and tailored financial solutions. Their comprehensive approach ensures that all investment decisions are made at their discretion, giving clients peace of mind. The majority of the assets they manage belong to high...see more
Assets Under Mgmt
$27.95M
Investment Professionals
1
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
Reviews for O'brien Capital Management, Inc.
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