firm profile
O'Brien Investment Management, LLC
Overview
O'Brien Investment Management, LLC is an SEC registered investment adviser based in Torrance, CA, registered since 2016. It reports $254M in assets under management across 334 accounts, with 3 employees. It has 2 investment adviser representatives.
- Reported AUM
- $254M
- Discretionary
- 100%
- Accounts
- 334
- Average account
- $761K
- Employees
- 3
- Advisory reps
- 2
- Registered since
- 2016
- Jurisdictions
- 3
As reported in the firm's August 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets
Executive officers 2 of 2
- Michael Dennis O'Brien President, Chief Compliance Officer CRD 1296751
- John Shiels O'Brien Partner CRD 6887246
Advisory reps 2 of 2
- John Shiels O'Brien Investment Adviser Rep CRD 6887246
- Michael Dennis O'Brien Investment Adviser Rep CRD 1296751
Location
- Headquarters
- 24594 Hawthorne Blvd
Torrance, CA 90505 - County
- Los Angeles
- Metro area
- Los Angeles-Long Beach-Anaheim, CA
- Region
- West
Registrations
- SEC registered
- Registered in 3 jurisdictions
- Website: obrienim.com
Every state, with registration dates
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