RIA Intelligence

O'BRIEN CAPITAL MANAGEMENT, INC.

CRD #136100 SEC #801-120981 NYACK, NY 845-358-4930
SEC Registered
Total AUM
$37.2M
Discretionary
$37.2M
Employees
1
Clients
10
Accounts
87

AUM Over Time

DateMar 2025
Total AUM$37.2M
Discretionary$37.2M
Non-Disc.$0
Employees1
Clients0
DateMar 2024
Total AUM$32.9M
Discretionary$32.9M
Non-Disc.$0
Employees1
Clients1
DateMar 2023
Total AUM$28M
Discretionary$28M
Non-Disc.$0
Employees1
Clients0
DateMar 2022
Total AUM$29.6M
Discretionary$29.6M
Non-Disc.$0
Employees1
Clients3
DateDec 2021
Total AUM$27.7M
Discretionary$27.7M
Non-Disc.$0
Employees1
Clients0
DateMay 2021
Total AUM$27.7M
Discretionary$27.7M
Non-Disc.$0
Employees1
Clients0
DateMar 2021
Total AUM$27.7M
Discretionary$27.7M
Non-Disc.$0
Employees1
Clients0