# OBRIEN GREENE & CO INC

OBRIEN GREENE & CO INC of MEDIA, PA is an SEC-registered investment adviser.

## Registration

- CRD: 110281
- Type: SEC-registered investment adviser
- SEC file number: 801-5866
- Location: 218 W. STATE STREET, MEDIA, PA, 19063
- Phone: 610-891-7880
- Latest filing: 2026-06-17
- Regulatory AUM: $464.3M
- Discretionary AUM: $421.2M
- Non-discretionary AUM: $43.2M
- Clients: 7
- Accounts: 355

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance
- Clients served: Individuals, High net worth, Investment cos

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Elizabeth Burns O'Brien | CORPORATE SECRETARY | — |
| Mark Bennett Obrien | CHAIRMAN | — |
| Matthew Bennett Obrien | PRESIDENT | — |
| James Robert Foggo | CHIEF COMPLIANCE OFFICER | — |
| O'BRIEN ELIZABETH BURNS | CHIEF COMPLIANCE OFFICER; CORPORATE SECRETARY | — |
| OBRIEN MARK BENNETT | CHAIRMAN; PRESIDENT | — |
| FOGGO JAMES ROBERT | CHIEF COMPLIANCE OFFICER | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2021-06-02 | regulatory | FAILED TO TIMELY FILE AND DELIVER THE NEWLY MANDATED FORM CRS TO RETAIL INVESTORS | Final | $25K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110281/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110281/similar
- Related entities: https://search.stillhousedata.com/firm/110281/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110281

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
