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O'BRIEN CAPITAL MANAGEMENT, INC.

NYACK, NY · CRD 136100 · IAPD ↗ · obriencm.com · 845-358-4930

$40.6MRegulatory AUM
1Advisory reps
1Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2024 — O'BRIEN CAPITAL MANAGEMENT, INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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