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
By the Numbers
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Total Assets Under Management1,665MILLION
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Total Number of Accounts7ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MN, TX
Financial Advisors at O'brien-staley Partners
1
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.
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