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OBRIEN GREENE & CO INC
CRD 110281 · SEC 801-5866
218 W. STATE STREET, MEDIA, PA, 19063, United States
Phone
610-891-7880
Fax
610-891-7884
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$464.3M
Discretionary AUM
$421.2M
Team
7 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2026-06-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 47 | $19.7M |
| High net worth individuals | 89 | $307.6M |
| Pooled investment vehicles | 1 | $19.8M |
| Charitable organizations | 11 | $36.1M |
States served
NJ, PA, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD