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Obrien Greene & Co Inc
Media, Pennsylvania
3.0
2 Reviews
OBRIEN GREENE & CO INC, based out of Media, PA, is a distinguished investment advisory firm catering to a diverse client base. With over 60 individual clients and a substantial $377,170,000 in assets under management, they offer comprehensive financial solutions to meet their clients' investment goals.
Operating from two well-established offices, OBRIEN GREENE & CO INC specializes in managing a wide range of portfolios, with a focus on discretionary assets. While 401K and individual accounts constitute less than 30% of their assets, the firm possesses the expertise to effectively manage employer funds.
Their compensation struc...see more
Assets Under Mgmt
$377.17M
Investment Professionals
4
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
- Performance-based fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Disclosures
- SEC or CFTC violation of regulation or statutes
- SEC or CFTC entered an order against you in connection to investment related activities
- SEC or CFTC imposed civil money penalty or cease and desist from an activity
Reviews for Obrien Greene & Co Inc
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