O'BRIEN WEALTH PARTNERS LLC
Tel: 617-547-6717 51 Sawyer Road Suite 600 Waltham, Massachusetts 02453
About 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
Firm CRD#:
105336
Firm SEC#:
801-31201
Assets Under Management:
$962,185,638
No. of Clients:
2054
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
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