Obrien Greene & Co Inc

RIASEC Registered
Total AUM
$464M
Discretionary
$421M
91% of AUM
Avg account
$1.3M
Accounts
355
Employees
7
Advisory reps
5

Firm details

Headquarters
Media, Pennsylvania
CRD number
110281
Registered since
July 18, 1969
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.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 76%, Investment Grade Corp Bonds 8%, US Government Bonds 7%, Public Funds/Mutual Funds 5%, Cash & Cash Equivalents 3%, State & Local Bonds 1%76%
  • Exchange Traded Equities76%
  • Investment Grade Corp Bonds8%
  • US Government Bonds7%
  • Public Funds/Mutual Funds5%
  • Cash & Cash Equivalents3%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 13

Active vs passive

$20.5M in ETFs

Passive

95%

$19.5M

Active

2%

$983K

ETFProviderStyleCategoryValueShares% of portfolio
FRANKLIN FTSE BRAZIL ETF (FLBR)PassiveLatin America Stock$14.1M600,49268.63%

Location

Primary office

Media, PA

Delaware

Location

Media, PA

Headquartered in Media, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Delaware
Address
218 W State St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth