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Obrien Greene & Co Inc

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Client assets under management

$327,336,356

More info

Clients

136

65% high-net worth

Advisors

3

of 7 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

45

Typical

Average account size

$2,406,885

About

O’Brien Greene serves high‑net‑worth individuals, families, trusts, charities and pension/profit‑sharing plans, providing discretionary portfolio management, financial planning, and 401(k) consulting. The firm also offers quarterly portfolio appraisals and licenses eMoney Advisor software to clients who request ongoing planning dashboards.

The firm follows a long‑term buy‑and‑hold process grounded in fundamental and technical analysis, typically constructing equity portfolios of roughly 25 individual stocks across S&P 500 sectors and targeting historically low turnover (about 20% annually). Fixed‑income management focuses on current income and liquidity, and the firm will selectively use ETFs, REITs, and high‑yield bonds to address diversification, tax sensitivity, or client risk preferences.

O’Brien Greene is the general partner and investment adviser to the O’Brien Greene Small‑Capitalization Stock Fund, L.P., a pooled vehicle established in 1993 that about 20% of clients have elected to join; limited partners in that fund may be charged a performance‑based fee (10% of profits, calculated on a cumulative basis) under Rule 205‑3. The firm discloses side‑by‑side management procedures to address allocation between the partnership and separate accounts and has disclosed and remediated a prior SEC matter concerning Form CRS delivery as part of enhanced compliance measures.

Client services

Financial planning Portfolio management

Expertise

Private / alternative investments Concentrated stock management Real estate investing

Occupation focus

Founder/Business Owner

Demographic focus

HENRY (High Earners, Not Rich Yet)

Fee options

Fixed

Fixed fees for 401K consulting depending on project scope; basic financial planning included in advisory fee.

Percentage

$0 - $2,000,000: 0.85% $2,000,001 - $4,000,000: 0.75% $4,000,001 - $5,000,000: 0.65% $5,000,001+: 0.50%

Project-based

Negotiated hourly fee for more in-depth financial plans and 401K consulting services.

Performance-based

10% of profits for limited partners in the O'Brien Greene Small-Capitalization Stock Fund, L.P.

Other

Account minimum: $500,000 Minimum fee: $4,250 annually Fee-only: Advisory fee based on assets under management; no commissions or other remuneration received.

Main office location

Obrien Greene & Co Inc

218 W. State Street

Media PA 19063, United States

Number of offices

1

Most active in

More info

Florida · New Jersey · Pennsylvania · Texas · Virginia

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn X Website 610-891-7880

Advisors at this firm

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user avatar

Sally S

CFP®, CFA®, Series 63

Media, PA

Obrien Greene & Co Inc

Sally Sulcove is a CFP® and CFA® with 22 years of experience in financial advising. She has been with O’Brien Greene & Co. Inc. since 2002. O’Brien Greene & Co. Inc. serves high-net-worth individuals, families, trusts, charities, and pension and profit-sharing plans by providing discretionary portfolio management, financial planning, and occasional 401(k) consulting. The firm emphasizes long-term buy-and-hold portfolios primarily composed of individual equities selected through fundamental and technical analysis, with modest use of ETFs and a dedicated fixed-income component for income and liquidity.

Private / alternative investments Concentrated stock management Real estate investing Founder/Business Owner HENRY (High Earners, Not Rich Yet)
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Matthew O

Series 65

Media, PA

Obrien Greene & Co Inc

Matthew Obrien is a financial advisor at O'Brien Greene & Co Inc with 10 years of industry experience. He holds a Series 65 designation and has been with the firm since 2012. O'Brien Greene & Co serves high-net-worth individuals, families, trusts, charities, and pension and profit-sharing plans, providing discretionary portfolio management, financial planning, and occasional 401(k) consulting. The firm emphasizes long-term buy-and-hold portfolios primarily composed of individual equities selected through fundamental and technical analysis, with a focus on diversification and low turnover.

Private / alternative investments Concentrated stock management Real estate investing Founder/Business Owner HENRY (High Earners, Not Rich Yet)
user avatar

Mark O

Series 63

Media, PA

Obrien Greene & Co Inc

Mark Obrien is a financial advisor at O'Brien Greene & Co Inc with 34 years of industry experience. He holds a Series 63 designation and has been affiliated with O'Brien Greene & Co. since 1987. O'Brien Greene serves high-net-worth individuals, families, trusts, charities, and pension and profit-sharing plans, providing discretionary portfolio management, financial planning, and 401(k) consulting. The firm emphasizes long-term buy-and-hold portfolios primarily composed of individual equities selected through fundamental and technical analysis, with diversified sector exposure and low turnover.

Private / alternative investments Concentrated stock management Real estate investing Founder/Business Owner HENRY (High Earners, Not Rich Yet)
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