G. P. Greco & Co, Inc.

Overview

G. P. Greco & Co, Inc. is a small, corporation-structured independent registered investment adviser that combines advisory work with insurance brokerage. Ownership is listed as a mix of a domestic entity and an individual. The firm focuses on serving individuals and families, and it also provides portfolio management for small businesses. Its advisory fees are charged as a percentage of assets under management and via fixed fees. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and is not a multi-state or newly formed adviser.

Assets & Accounts

Investments & Alternatives