O'brien-staley Partners

O'brien-staley Partners (CRD# 169245) is a financial advisory firm headquartered in Edina, MN. They manage $1,664,763,000 in 7 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
5050 France Avenue South, Edina, MN 55410
http://www.osp-group.com
By the Numbers
  • Total Assets Under Management
    1,665
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $237,823,286
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MN, TX

Financial Advisors at O'brien-staley Partners
Showing 1 - 1 of 1 top financial advisors.
1
Terrence Dewitt, financial advisor Waco TX
Terrence R. Dewitt
CRD#: 6529624
4006 Lakeland Circle, Suite 204, Waco, TX 76710

Terrence Dewitt (CRD# 6529624) is an Investment Advisor Representative working at O'brien-staley Partners in Waco, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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