Obrien Greene & Co Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Media, PA. Its latest Form ADV filing, dated March 12, 2026, reports $464M in regulatory assets under management, 7 employees, and 355 accounts.
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 60.1% of total clients.
Top client categories% of clientsClients
1
HNWI
60.1%
89
2
Individuals
31.8%
47
3
Charitable
7.4%
11
4
Pooled Investment Vehicles
0.7%
1
Categories with <5 clients
FAMILY AND EMPLOYEES<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$464Mas of March 12, 2026
Discretionary90.7%
$421M
91% of total RAUM90.7%
Non-discretionary9.3%
$43M
9% of total RAUM9.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$464M
Total Accounts355
10Y AUM Change+$207M (+80.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee21:1
10Y Employee Change+1 (+16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.