Obrien Greene & Co Inc
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
FINTRXOverview
Obrien Greene & Co Inc is an independent registered investment adviser organized as a corporation and operating under individual ownership. The firm has been SEC-registered since 1969 and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. Fee arrangements are flexible and include a percentage-of-AUM model as well as hourly, fixed-fee, and performance-based billing. Obrien Greene does not identify as an active ESG investor and is not listed as a multi-state adviser; it also reports acting as sponsor, general partner, or managing member for pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities76%
- Investment Grade Corp Bonds8%
- US Government Bonds7%
- Public Funds/Mutual Funds5%
- Cash & Cash Equivalents3%
Owners & executives
2 of 2
Mark Obrien
President And CEOCRD 1631654
James Foggo
Chief Compliance OfficerCRD 1796884
Contacts
3 of 3
Sally Sulcove
Research Analyst & Portfolio ManagerCRD 2769827
Matthew Obrien
PresidentCRD 6556205
Elizabeth O'brien
Corporate SecretaryCRD 4370408
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 10Active vs passive
$20.1M in ETFs
96%
$19.2M
2%
$903K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FRANKLIN FTSE BRAZIL ETF (FLBR) | Passive | Latin America Stock | $14.6M | 609,320 | 72.55% |
Location
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
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