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, SEC-registered registered investment adviser that has been operating since 1969. The firm serves both individual and family clients as well as institutional investors, and offers financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. Its ownership is individual rather than part of a larger bank or wirehouse, and it reports a mix of fee arrangements including asset-based fees, hourly and fixed fees, and performance-based compensation. The firm is not positioned as a multi-state or newly formed adviser and does not market itself as an active ESG investor. It also identifies as a sponsor/GP/managing member of pooled investment vehicles, indicating an operational role in manager selection and fund governance in addition to advisory services.