O'Brien Greene & Co.

Investment Bank/Securities Brokerage - Media, PA, US

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O'Brien Greene & Co. Details

Since 1969, the investment advisory firm of O'Brien Greene & Co. has provided independent investment management to a diverse clientele. Individuals, families, trusts, and retirement plans make up the majority of our clients, though we also serve insurance companies and endowments. Our philosophy is straightforward: we seek the preservation and growth of capital through good and bad markets. The firm manages approximately $300 million in separate account portfolios of individual stocks and bonds, as well as a small-cap stock limited partnership. Each client receives an unusually high level of personal attention.

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Website: obriengreene.com
Employees: 5 - 9
HQ: 610-891-7880
Location: Media, PA, US
Revenue: 500k - 1 Million
Wealth Management Financial Planning Equity Fixed Income Portfolio Management Asset Management Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
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