O'BRIEN INVESTMENT MANAGEMENT, LLC
CRD #284057 SEC #801-118289 TORRANCE, CA 310-363-2360
SEC Registered
Total AUM
$231.3M
Discretionary
$231.3M
Employees
3
Clients
0
Accounts
301
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $231.3M | $231.3M | $0 | 3 | 0 |
| Mar 2024 | $192.7M | $192.7M | $0 | 3 | 0 |
| Mar 2023 | $154.1M | $154.1M | $0 | 3 | 0 |
| Sep 2022 | $171.5M | $171.5M | $0 | 4 | 0 |
| Mar 2022 | $171.5M | $171.5M | $0 | 4 | 0 |
| Jun 2021 | $153.9M | $153.9M | $0 | 4 | 0 |
| Mar 2021 | $153.9M | $153.9M | $0 | 4 | 0 |
| Jun 2020 | $139M | $130.3M | $8.7M | 3 | 0 |
| May 2020 | $139M | $130.3M | $8.7M | 3 | 0 |
| Apr 2020 | $139M | $130.3M | $8.7M | 3 | 0 |
| Feb 2020 | $139M | $130.3M | $8.7M | 3 | 0 |
| Jan 2017 | $0 | $0 | $0 | 1 | 0 |
| Dec 2016 | $0 | $0 | $0 | 1 | 0 |
| Oct 2016 | $0 | $0 | $0 | 1 | 0 |
| Oct 2016 | $0 | $0 | $0 | 1 | 0 |
| Sep 2016 | $0 | $0 | $0 | 1 | 0 |
| Sep 2016 | $0 | $0 | $0 | 1 | 0 |
| Sep 2016 | $0 | $0 | $0 | 1 | 0 |
| Aug 2016 | $0 | $0 | $0 | 1 | 0 |
| Jul 2016 | $0 | $0 | $0 | 1 | 0 |
| May 2016 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$231.3M
Discretionary$231.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$192.7M
Discretionary$192.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$154.1M
Discretionary$154.1M
Non-Disc.$0
Employees3
Clients0
DateSep 2022
Total AUM$171.5M
Discretionary$171.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$171.5M
Discretionary$171.5M
Non-Disc.$0
Employees4
Clients0
DateJun 2021
Total AUM$153.9M
Discretionary$153.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$153.9M
Discretionary$153.9M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$139M
Discretionary$130.3M
Non-Disc.$8.7M
Employees3
Clients0
DateMay 2020
Total AUM$139M
Discretionary$130.3M
Non-Disc.$8.7M
Employees3
Clients0
DateApr 2020
Total AUM$139M
Discretionary$130.3M
Non-Disc.$8.7M
Employees3
Clients0
DateFeb 2020
Total AUM$139M
Discretionary$130.3M
Non-Disc.$8.7M
Employees3
Clients0
DateJan 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0