Obrien Greene & Co Inc is a large advisory firm based in Media. It manages $279.22 million of regulatory assets for 271 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Pennsylvania and Texas.
Obrien Greene & provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Obrien Greene & Co Inc is $279.22 million. The firm's AUM has grown by 65% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Obrien Greene & Co Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, pooled investment vehicles, and pension and profit sharing plans. The largest group of clients of Mark Bennett Obrien is high net worth individuals with 105 clients and $194.84 million of assets under management. Among the 13 most similar advisory firms, Obrien Greene & has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $279.22 million for 139 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Obrien Greene & also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $66,101 for each fund.
The company employs 6 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Mark Bennett Obrien has been acting as President since 1 Feb 1987. Elizabeth Burns O'brien joined the executive team most recently as the Chief Compliance Officer.
The principal office where Obrien Greene & Co Inc performs its advisory services is located at 218 W. State Street, Media, PA 19063, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 610-891-7880 or by fax 610-891-7884. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at obriengreene.com.