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Timothy Paul O'brien

CROW POINT PARTNERS, LLC·BOSTON, Massachusetts
Unclaimed Profile
280 SUMMER STREET, BOSTON, MA 02210CRD# 4016310Firm CRD# 141836
01

About

Timothy Paul O'brien is a registered financial advisor based in BOSTON, Massachusetts, affiliated with CROW POINT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
CROW POINT PARTNERS, LLC
CROW POINT PARTNERS, LLC
AUM
$274M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at CROW POINT PARTNERS, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4016310
Firm CRD# 141836
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Timothy Paul O'brien offer?
Timothy Paul O'brien specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Timothy Paul O'brien's credentials?
Timothy Paul O'brien is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Paul O'brien located?
Timothy Paul O'brien is based in BOSTON, Massachusetts, working with CROW POINT PARTNERS, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Timothy Paul O'brien charge for services?
Timothy Paul 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 CROW POINT PARTNERS, LLC?
CROW POINT PARTNERS, LLC has approximately 4 employees and manages $274M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)
City Guides
CAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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