Greenbaum And Orecchio, Inc. (Old Tappan)

Greenbaum And Orecchio, Inc. is a large advisory firm based in Old Tappan. It manages $451.22 million of regulatory assets for 989 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Georgia, New Jersey, and 4 other states.

Greenbaum And Orecchio provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Greenbaum And Orecchio: assets under management

The assets under management (AUM) of Greenbaum And Orecchio, Inc. is $451.22 million. The firm's AUM has grown by 320% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $449.71 million in discretionary accounts and $1.51 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $459.36 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $151.22 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Greenbaum And Orecchio, Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Greenbaum And Orecchio, Inc.

Gary R Greenbaum has been acting as President since 1 Jan 1983. Gregory Plechner joined the executive team most recently as the Minority Equity Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gary R Greenbaum	President/treasurer/shareholder	1 Jan 1983	75% - 100%	1315362
Thomas Anthony Orecchio	Vice president/secretary/shareholder	1 Mar 2000	25% - 50%	2111250
Mark Anthony Willoughby	Chief compliance officer	1 Nov 2006	Other	4340657
Gregory Plechner	Minority equity owner	1 Mar 2007	Other	2101597

Based in Old Tappan

The principal office where Greenbaum And Orecchio, Inc. performs its advisory services is located at 1 Dewolf Road, Old Tappan, NJ 07675, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.