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O'BRIEN-STALEY PARTNERS

EDINA, MN · CRD 169245 · IAPD ↗ · osp-group.com · 612-254-6442

$1.43BRegulatory AUM
15Advisory reps
35Employees
0Clients
n/aPlanning clients
6Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

54
April 2024 — O'BRIEN-STALEY PARTNERS reported RAUM up 46% ($1.14B -> $1.66B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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