Frequently Asked Questions (FAQ) About
O'Brien Wealth Partners LLC
- Where is O'Brien Wealth Partners LLC Located
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177 HUNTINGTON AVE., SUITE 2010, BOSTON, MA
- O'Brien Wealth Partners LLC: Is the firm operating under a legal name?
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The firm is using the following primary business name: O'Brien Wealth Partners LLC, while the legal name is: O'BRIEN WEALTH PARTNERS LLC
- O'Brien Wealth Partners LLC: How many employees does the firm employ?
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O'Brien Wealth Partners LLC has 10 employees, of which 6 are employees in advisory roles
- O'Brien Wealth Partners LLC: How many clients does the firm serve?
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It serves 4 clients.
- O'Brien Wealth Partners LLC: What are the top holdings of this firm?
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ISHARES TR MIN VOL EAFE ETF VANGUARD INDEX FDS TOTAL STK MKT ISHARES RUS ISHARES TR RUS 1000 GRW ETF VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF ISHARES TR ISHARES VANGUARD INDEX FDS SM CP VAL ETF MCDONALDS CORP NORFOLK SOUTHERN
- O'Brien Wealth Partners LLC: What other investment firms are located in the vicinity?
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Merlin Capital LLC OLD Ironsides Energy LLC Account Management LLC Westfield Capital Management Company LP Appleton Partners Inc Great Point Wealth Advisors LLC TIAA Endowment & Philanthropic Services LLC Roseview Investment Advisors LLC Boston Common Asset Management LLC The Bollard Group LLC