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John Shiels O'brien

O'BRIEN INVESTMENT MANAGEMENT, LLC·TORRANCE, California
Clean recordO'BRIEN INVESTMENT MANAGEMENT, LLC
24594 HAWTHORNE BLVD., TORRANCE, CA 90505CRD# 6887246Firm CRD# 284057

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Shiels O'brien · TORRANCE, CA
Registration
CRD #6887246 · O'BRIEN INVESTMENT MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Shiels O'brien is a registered financial advisor based in TORRANCE, California, affiliated with O'BRIEN INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
O'BRIEN INVESTMENT MANAGEMENT, LLC
O'BRIEN INVESTMENT MANAGEMENT, LLC
AUM
$193M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at O'BRIEN INVESTMENT MANAGEMENT, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6887246
Firm CRD# 284057
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Shiels O'brien offer?
John Shiels O'brien specializes in Investment Management, Fee-Only Advisory. Contact their office in TORRANCE, California for a consultation.
What are John Shiels O'brien's credentials?
John Shiels O'brien is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Shiels O'brien located?
John Shiels O'brien is based in TORRANCE, California, working with O'BRIEN INVESTMENT MANAGEMENT, LLC. Their office serves clients in the TORRANCE metropolitan area and surrounding communities.
How does John Shiels O'brien charge for services?
John Shiels O'brien's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is O'BRIEN INVESTMENT MANAGEMENT, LLC?
O'BRIEN INVESTMENT MANAGEMENT, LLC has approximately 3 employees and manages $193M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at O'BRIEN INVESTMENT MANAGEMENT, LLC

Michael Dennis O'brien
TORRANCE, CA

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Research
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