Overview
Assets Under Management: $391 million
Headquarters: MEDIA, PA
High-Net-Worth Clients: 86
Average Client Assets: $3 million
Frequently Asked Questions
OBRIEN GREENE & CO INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110281), OBRIEN GREENE & CO INC is subject to fiduciary duty under federal law.
OBRIEN GREENE & CO INC is headquartered in MEDIA, PA.
OBRIEN GREENE & CO INC serves 86 high-net-worth clients according to their SEC filing dated February 28, 2024. View client details ↓
According to their SEC Form ADV, OBRIEN GREENE & CO INC offers financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. View all service details ↓
OBRIEN GREENE & CO INC manages $391 million in client assets according to their SEC filing dated February 28, 2024.
According to their SEC Form ADV, OBRIEN GREENE & CO INC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
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