Investment adviser · CRD 132481
O'ROURKE & COMPANY, INCORPORATED
Investment adviser filing (IA)
BOSTON, MA, United States · Form ADV filed Jul 6, 2026
- Regulatory AUM
- $555M Form ADV · Item 5.F
- Client accounts
- 738 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 494 | $456,004,604 | 82.2% |
| Individuals | 86 | $83,369,979 | 15.0% |
| Retirement plans | Fewer than 5 | $15,696,094 | 2.8% |
Filing source
Form ADV 2117712 · Jul 6, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 6, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
84 STATE STREET, SUITE 840BOSTON, MA, 02109, United States
CRD 132481
Filing source
Form ADV 2117712 · Jul 6, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.