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- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS · Interactive Brokers · State Street
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-18-1969
- Office Locations
- 1
Office Locations
About Obrien Greene & CO INC
O'Brien Greene & Co. is a Media, Pennsylvania-based fiduciary firm with 50+ years providing investment management and financial planning. It serves individuals and families alongside trusts, charities, corporate retirement plans, and financial institutions (banks, credit unions, and insurers) across the U.S., building customized portfolios of individual stocks, bonds, and ETFs, with client access via an online portal.
Reported data analysis
What the numbers show
Between March 25, 2025 and June 17, 2026, reported AUM increased 11.4%, from $416.8M to $464.3M.
Across 5 reported observations, AUM increased 17.6% between December 15, 2022 and June 17, 2026, from $394.8M to $464.3M.
Of the latest reported AUM, 90.7% is discretionary and 9.3% is non-discretionary.
The firm reports 4 advisory representatives and 148 clients, or 37 clients per representative. That equates to $3.1M in reported AUM per client.
The profile lists 1 reported office location and 57 years in operation. The source data was last updated on June 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
MATTHEW BENNETT OBRIEN
Chief Investment Officer, President
- CRD
- #6556205
- Ownership
- 75% or more
JAMES ROBERT FOGGO
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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SALLY HART SULCOVE
President
- CRD
- #2769827
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $421,174,014 | $1,272,429 |
| Non-Discretionary | $43,159,770 | $1,798,324 |
| Total | $464,333,784 | $1,307,982 |
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Separately Managed Accounts
SMA allocation detail is available
Obrien Greene & CO INC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Obrien Greene & CO INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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