Mark
Obrien
Obrien Greene & Co Inc
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About this Advisor
Mark Obrien is a financial advisor based in Media, Pennsylvania, working with Obrien Greene & Co Inc. Mark has previously held positions at O'Brien Greene & Co and O'Brien Greene & Co. Inc. Mark has passed the Series 63 regulatory exam and is registered to provide services in Pennsylvania and Texas. Currently, Mark is part of Obrien Greene & Co Inc, which operates out of Media, Pennsylvania. The firm has 1 office and 6 employees. The firm manages assets totaling $391.5 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. The fee structure at Obrien Greene & Co Inc includes asset-based, hourly, fixed, and performance-based fees.
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Obrien Greene & Co Inc Brokerage Details
$391,481,636
6
340
$1,151,417
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Mark Obrien Work History
O'Brien Greene & Co
O'Brien Greene & Co. Inc
O'Brien Greene & Co. Inc
Disclosures
Please visit the SEC profile of Mark Obrien to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Obrien Greene & Co Inc
Media, PA
Media, PA
Media, PA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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