O'BRIEN ASSET MANAGEMENT

O'BRIEN ASSET MANAGEMENT is an SEC-registered investment adviser (CRD 144502). Regulatory assets under management: $34.3M.

Registration

• CRD: 144502
• Type: Registered investment adviser
• Phone: 207-457-0346
• Latest filing: 2026-03-31
• Regulatory AUM: $34.3M
• Discretionary AUM: $33.2M
• Non-discretionary AUM: $1.1M
• Clients: 1
• Accounts: 168

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 144502 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search