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O'Boyle Wealth Management, Inc.
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Beverly Hills, California
$205.9 million AUM
1 office

O'Boyle Wealth Management, Inc. is based in Beverly Hills, California and has $205.9 million in assets under management.

Location
9701 Wilshire Boulevard
10th Floor
Beverly Hills, CA 90212
Contact
$205.9 million
AUM
4
Employees
AUM Share
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$205,852,264
Assets under management
1,063 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 229 $50,593,632 25% $220,933
High net worth individuals 64 $155,258,632 75% $2,425,916
Employees Share
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4
Employees
4
Investment analysts
100% of total employees
AUM per employee Share
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$205,852,264
Assets under management
$51,463,066
AUM per employee
$51,463,066
AUM per investment analyst
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Compensation

O'Boyle Wealth Management, Inc. makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

O'Boyle Wealth Management, Inc. provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
Firm data Share
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CRD number 292,849
SEC number 801-113180
Legal structure Corporation
Legal governance California, United States
Latest ADV filing date February 10, 2020

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