O'BRIEN WEALTH PARTNERS LLC - Financial Advisor in Massachusetts, Waltham

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

No. of Advisors:

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

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