Obrien Greene & Co Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$327,336,356
Clients
136
Advisors
3
of 7 employees
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
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fees for 401K consulting depending on project scope; basic financial planning included in advisory fee.
$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%
Negotiated hourly fee for more in-depth financial plans and 401K consulting services.
10% of profits for limited partners in the O'Brien Greene Small-Capitalization Stock Fund, L.P.
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
218 W. State Street
Media PA 19063
Advisors at this office
3
Most active in
Florida · New Hampshire · New Jersey · Pennsylvania · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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.
Matthew O
Series 65
Media, PA
Obrien Greene & Co Inc
Matthew Obrien is a financial advisor at O'Brien Greene & Co Inc with 11 years of industry experience. He holds a Series 65 designation and has been with O'Brien Greene & Co Inc since 2012. O’Brien Greene serves high-net-worth individuals, families, trusts, charities, and pension/profit-sharing plans by providing discretionary portfolio management, financial planning, and 401(k) consulting. The firm uses a long-term buy-and-hold investment approach, constructing diversified equity portfolios typically consisting of about 25 individual stocks with historically low turnover, while also managing fixed income and utilizing ETFs, REITs, and high-yield bonds to meet client needs.
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.
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