O'Brien Investment Management, LLC
● SEC registered since 2020CRD 284057SEC# 801-118289Torrance, CA
Reg. AUM
$254.3M
Employees
3
Accounts
334
Location
Torrance, CA
O'Brien Investment Management, LLC assets under management
O'Brien Investment Management, LLC is an investment advisory firm registered with the SEC based in Torrance, CA. The firm has been registered since 2020. It reports $254.3 million in regulatory assets under management and employs 3 people.
O'Brien Investment Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Shiels O'Brien Control | Partner | 25-50% | 2020 |
| Michael Dennis O'Brien Control | President, Chief Compliance Officer | Over 75% | 2016 |
Frequently asked questions
How much does O'Brien Investment Management, LLC manage?
O'Brien Investment Management, LLC reports $254.3 million in regulatory assets under management on its Form ADV.
How many employees does O'Brien Investment Management, LLC have?
O'Brien Investment Management, LLC reports 3 employees.
Where is O'Brien Investment Management, LLC located?
O'Brien Investment Management, LLC is based in Torrance, CA and has been SEC-registered since 2020.
Does O'Brien Investment Management, LLC disclose fund performance?
O'Brien Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 24594 Hawthorne Blvd., Torrance, CA 90505 |
| Phone | 310-363-2360 |
| Office hours | 8:00 a.m. - 4:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$254.3M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$254.3Mregulatory AUM
Discretionary $254.3M