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David Wesolowicz

O'BRIEN INVESTMENT GROUP LLC·SKOKIE, Illinois
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5215 OLD ORCHARD ROAD, SKOKIE, IL 60077CRD# 2055505Firm CRD# 286390
01

About

David Wesolowicz is a registered financial advisor based in SKOKIE, Illinois, affiliated with O'BRIEN INVESTMENT GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
O'BRIEN INVESTMENT GROUP LLC
O'BRIEN INVESTMENT GROUP LLC
AUM
—
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at O'BRIEN INVESTMENT GROUP LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2055505
Firm CRD# 286390
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Wesolowicz offer?
David Wesolowicz specializes in Investment Management, Wealth Management. Contact their office in SKOKIE, Illinois for a consultation.
What are David Wesolowicz's credentials?
David Wesolowicz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Wesolowicz located?
David Wesolowicz is based in SKOKIE, Illinois, working with O'BRIEN INVESTMENT GROUP LLC. Their office serves clients in the SKOKIE metropolitan area and surrounding communities.
How does David Wesolowicz charge for services?
David Wesolowicz'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 O'BRIEN INVESTMENT GROUP LLC?
O'BRIEN INVESTMENT GROUP LLC has approximately 10 employees. The firm is registered with the SEC as an investment adviser.
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Michael A. Goldberg — MILLER CAPITAL ADVISORY, INC.John Neutzling — MILLER CAPITAL ADVISORY, INC.Aron Harland Routman — ROUTMAN ASSET MANAGEMENTJames Dana Baer — UHLMANN INVESTMENT MANAGEMENT, L.L.C.Andrew R. Miller — MILLER CAPITAL ADVISORY, INC.
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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