Overview
Assets Under Management: $391 million
Headquarters: MEDIA, PA
High-Net-Worth Clients: 86
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 86
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.32
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 340
Discretionary Accounts: 319
Non-Discretionary Accounts: 21
Regulatory Filings
CRD Number: 110281
Last Filing Date: 2024-02-28 00:00:00
Website: https://obriengreene.com