OBRIEN GREENE & CO INC

RIASEC RegisteredEst. 1969

Total AUM

$464M

Discretionary

$421M

91% of AUM

Avg account

$1.3M

Accounts

355

Employees

Advisory reps

Firm details

Headquarters: MEDIA, Pennsylvania
CRD number: 110281
Registered since: July 18, 1969
Website: obriengreene.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI66.26%
Pension & Profit Sharing Plans14.72%
Charitable Organizations7.78%
Pooled Investment Vehicles4.27%
Individuals4.24%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Obrien Greene & Co Inc is an independent registered investment adviser formed in 1969 and owned by an individual. The firm serves both individual and family clients as well as institutional investors, offering financial planning and portfolio management for individuals, small businesses, and pooled investment vehicles. Its advisory fee models are varied — percentage of assets under management, hourly and fixed fees, and performance-based arrangements — which allows it to serve traditional advisory mandates and incentive-aligned pooled structures. The firm is not an active ESG investor and does not identify as a multi-state adviser. Its regulatory classification and business activities indicate a hybrid focus on discretionary portfolio management and sponsor/GP roles for pooled funds.