Obrien Management Inc (Cambridge)

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.

Obrien Management: assets under management

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 firm manages $230.62 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $198.46 thousand each.

Fees & Commissions

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. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Obrien Management Inc

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Arthur Marc O'brien	President, treasurer, director	1 Nov 1987	75% - 100%	4367528
Sally Jane O'brien	Clerk and secretary, director	1 Nov 1987	Other	4368651
Susan Bauer Wood	Executive vice president,chief operating officer,director	1 Nov 1987	Other	4368677
Mary Harris	Director	1 Dec 1997	Other	4368684
Edward Louis Martin	Senior vice president,chief compliance officer, director	1 May 2000	Other	2336403
Frederick J England	Director	1 Jun 2002	Other	201262
Cynthia A Kuppens	Senior vice president, marketing & client services	1 Mar 2006	Other	4370154
Mary Jo English	Cfa, vice president	1 Sep 2008	Other	5617004

Based in Cambridge

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.