AdvisorOS Directory
Claim Profile
JO

James Coad O'brien

ALBRIGHT CAPITAL MANAGEMENT LP·WASHINGTON, District of Columbia
Unclaimed Profile
601 THIRTEENTH STREET, NW, WASHINGTON, DC 20005CRD# 4889037Firm CRD# 133613
01

About

James Coad O'brien is a registered financial advisor based in WASHINGTON, District of Columbia, affiliated with ALBRIGHT CAPITAL MANAGEMENT LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ALBRIGHT CAPITAL MANAGEMENT LP
ALBRIGHT CAPITAL MANAGEMENT LP
AUM
$238M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at ALBRIGHT CAPITAL MANAGEMENT LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4889037
Firm CRD# 133613
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WASHINGTON?

Browse all registered financial advisors in WASHINGTON, District of Columbia or claim this profile if it's yours.

Browse WASHINGTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does James Coad O'brien offer?
James Coad O'brien specializes in Retirement Planning. Contact their office in WASHINGTON, District of Columbia for a consultation.
What are James Coad O'brien's credentials?
James Coad O'brien is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Coad O'brien located?
James Coad O'brien is based in WASHINGTON, District of Columbia, working with ALBRIGHT CAPITAL MANAGEMENT LP. Their office serves clients in the WASHINGTON metropolitan area and surrounding communities.
How does James Coad O'brien charge for services?
James Coad O'brien's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALBRIGHT CAPITAL MANAGEMENT LP?
ALBRIGHT CAPITAL MANAGEMENT LP has approximately 11 employees and manages $238M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WASHINGTON
Kevin Patrick Sheehan — MULTIPLIER CAPITAL, LLCRay Clarence Boone — MULTIPLIER CAPITAL, LLCAicha Yasmina Haidara Ben Becaye — QUONA CAPITAL, LLCBion Knauer Ludwig — ABS CP, INC.Henry Robinson Oconnor — MULTIPLIER CAPITAL, LLC
Nearby cities in District of Columbia
WASHINGTON, D.C. (11)WASHINGTON DC (4)WASHING DC (2)
City Guides
WASHINGTON, D.C. GuideWASHINGTON DC GuideWASHING DC Guide
Research
Advisor Fees in District of ColumbiaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile