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.

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.