DIRECTORY OF REGISTERED ADVISORS
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O'BRIEN WEALTH PARTNERS LLC
Tel: 617-547-6717
51 Sawyer Road Suite 600
Waltham, Massachusetts 02453
O'BRIEN WEALTH PARTNERS LLC
O'BRIEN WEALTH PARTNERS LLC is a Waltham, Massachusetts based financial advisory firm with nearly $962,185,638 in assets under management and provides investment advisory services for 2054 clients. There are currently 15 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors , Publication of periodicals and newsletters , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges
Firm CRD#:
105336
SEC#:
801-31201
No. of Clients:
2054
Assets under Management
$962,185,638
No. of Advisors:
15
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