OBRIEN GREENE & CO INC

218 W. State Street
Media, Pennsylvania 19063
Tel: 610-891-7880

About OBRIEN GREENE & CO INC

OBRIEN GREENE & CO INC, formally registered with the SEC as OBRIEN GREENE & CO INC. The firm was established in 07/18/1969. They have over 2 offices throughout the country.

OBRIEN GREENE & CO INC is a Media, Pennsylvania based Financial Planning firm with nearly $391,481,636 assets under management, offering retirement planning & investment advisory services to 340 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110281
SEC#	801-5866
Assets Managed by Firm	$391,481,636
No. of Clients	340
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	340	$391,481,636
Individuals (other than high net worth individuals)	58	$21,945,618
High net worth individuals	82	$258,095,886
Pension and profit sharing plans	4	$61,355,066
Charitable organizations	10	$24,293,903

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