OBRIEN GREENE & CO INC - Financial Advisor in Pennsylvania, Media

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

About OBRIEN GREENE & CO INC

OBRIEN GREENE & CO INC is a Media, Pennsylvania based financial advisory firm with nearly $391,481,636 in assets under management and provides investment advisory services for 340 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

110281

Firm SEC#:

801-5866

Assets Under Management:

$391,481,636

No. of Clients:

340

No. of Advisors:

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Performance Based

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Pennsylvania?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Pennsylvania, Media

FirmCRD#:168270

SEC#:801-123756

No. of Advisors:3

No. of Clients:343

AUM:$167,273,412

FirmCRD#:108354

SEC#:801-117804

No. of Advisors:4

No. of Clients:121

AUM:$161,200,000

FirmCRD#:175287

SEC#:801-121762

No. of Advisors:4

No. of Clients:540

AUM:$146,946,979

FirmCRD#:323778

SEC#:801-128482

No. of Advisors:6

No. of Clients:304

AUM:$119,310,622

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

FOUNDATION WEALTH MANAGEMENT, LLC

168270

801-123756

343

$167,273,412

FLAGSHIP CAPITAL MANAGEMENT INC

108354

801-117804

121

$161,200,000

STONE PINE FINANCIAL PARTNERS

175287

801-121762

540

$146,946,979

MEMBERS WEALTH LLC

323778

801-128482

304

$119,310,622

Explore More Financial Advisor Firms in Media, Pennsylvania >>