O'rourke & Company, Incorporated (Boston)

O'rourke & Company, Incorporated is a large advisory firm based in Boston. It manages $345.25 million of regulatory assets for 143 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Florida, Massachusetts, New Hampshire, and New York.

O'rourke & Company, Incorporated provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

O'rourke & Company, Incorporated: assets under management

The assets under management (AUM) of O'rourke & Company, Incorporated is $345.25 million. The company doesn't manage any assets belonging to foreign clients.

O'rourke & Company, Incorporated has custody of $4.33 million in cash and securities for 6 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in investment and business development companies the most. They account for 85% of the total AUM. The second-largest asset type is exchange traded securities, which make up 13% of the firm’s portfolio. Investments in cash and cash equivalents form 2% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay O'rourke & Company, Incorporated for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Brian Christopher Orourke serves?

The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Brian Christopher Orourke is high net worth individuals with 77 clients and $317.17 million of assets under management. Among the 13 most similar advisory firms, O'rourke & Company, Incorporated has the 2nd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $345.25 million for 143 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

O'rourke & Company, Incorporated doesn't advise any private funds.

Careers at O'rourke & Company, Incorporated

The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Brian Christopher Orourke	President/chief compliance officer	1 Feb 1987	75% - 100%	1030442

Based in Boston

The principal office where O'rourke & Company, Incorporated performs its advisory services is located at One Liberty Square, Boston, MA 02109, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-482-4200 or by fax 617-482-4202. The normal business hours are 8:30 to 5:00 on Monday - Friday.