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O'ROURKE & COMPANY, INCORPORATED

BOSTON, MA · CRD 132481 · IAPD ↗ · 617-482-4200

$555.1MRegulatory AUM
2Advisory reps
4Employees
32Clients
51-100Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
January 2025 — O'ROURKE & COMPANY, INCORPORATED notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
January 2025 — O'ROURKE & COMPANY, INCORPORATED crossed $500M in regulatory AUM ($412.1M -> $518.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.