G. P. Greco & Co, Inc.
Firm details
- Headquarters
- Palo Alto, California
- CRD number
- 318087
- Custodians
- INSPIRA FINANCIAL, INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI62.14%
- Individuals37.86%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
G. P. Greco & Co, Inc. is an independent registered investment adviser operating as a corporation with domestic/individual ownership. The firm serves primarily individual and family clients and provides portfolio management for individuals and small businesses. It also conducts insurance brokerage activity and distributes annuity products. Compensation is a mix of percentage-of-AUM fees and fixed fees. The adviser does not identify as an ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator or pension consultant. The year of SEC registration is not listed.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds57%
- Private Funds22%
- Non-Exchange Traded Equities10%
- Cash & Cash Equivalents10%
- Exchange Traded Equities1%
Contacts
1 of 1
Gino Greco
Registered RepresentativeCRD 7321787
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Palo Alto, CA
Santa Clara
Location
Palo Alto, CA
Headquartered in Palo Alto, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Santa Clara
- Address
- Sq 3000 El Camino Real
- Time zone
- PT (UTC-8)
- Office locations
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