Obrien Greene & Co Inc

RIASEC Registered

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, privately owned registered investment adviser that has been SEC-registered since 1969. The firm serves individuals, families and institutional clients and emphasizes portfolio management and financial planning for individuals, small businesses and pooled investment vehicles. It also acts as sponsor, general partner and managing member for pooled vehicles it advises. Its fee menu is broad: percentage-of-AUM fees sit alongside hourly and fixed fees, and the firm also charges performance-based fees on applicable pooled vehicles. Obrien Greene identifies equities as its preference and does not describe itself as an active ESG investor.