O'Rourke & Company, Incorporated
● SEC registered since 2005CRD 132481SEC# 801-64660Boston, MA
Reg. AUM
$555.1M
Employees
4
Accounts
738
Location
Boston, MA
O'Rourke & Company, Incorporated assets under management
O'Rourke & Company, Incorporated is an investment advisory firm registered with the SEC based in Boston, MA. The firm has been registered since 2005. It reports $555.1 million in regulatory assets under management and employs 4 people.
O'Rourke & Company, Incorporated owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Christopher Orourke Control | President/Chief Compliance Officer | Over 75% | 1987 |
Frequently asked questions
How much does O'Rourke & Company, Incorporated manage?
O'Rourke & Company, Incorporated reports $555.1 million in regulatory assets under management on its Form ADV.
How many employees does O'Rourke & Company, Incorporated have?
O'Rourke & Company, Incorporated reports 4 employees.
Where is O'Rourke & Company, Incorporated located?
O'Rourke & Company, Incorporated is based in Boston, MA and has been SEC-registered since 2005.
Does O'Rourke & Company, Incorporated disclose fund performance?
O'Rourke & Company, Incorporated is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 84 State Street, Suite 840, Boston, MA 02109 |
| Phone | 617-482-4200 |
| Fax | 617-482-4202 |
| Office hours | 8:30 To 5:00 |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$555.1MNo change
Dec '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$555.1Mregulatory AUM
Discretionary $550MNon-discretionary $5M