O'rourke & Company, Incorporated
O'rourke & Company, Incorporated is an SEC-registered mass-market adviser in Boston, MA with $555.1M assets under management (AUM, regulatory AUM), +7% over one year. See who owns O'rourke & Company, Incorporated: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 132481, SEC 801-64660, data through 2025-12-03.
- AUM (assets under management / regulatory AUM)
- $555.1M (2025-12-03)
- Firm type
- Mass-Market Adviser
- Location
- Boston, MA
- Employees
- 4
- Clients
- 580
- CRD
- 132481
- Ownership
- OROURKE, BRIAN, CHRISTOPHER
How much AUM does O'rourke & Company, Incorporated have?
O'rourke & Company, Incorporated reported $555.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-12-03).
Who owns O'rourke & Company, Incorporated?
Disclosed owners and executives of O'rourke & Company, Incorporated include OROURKE, BRIAN, CHRISTOPHER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.