G. P. GRECO & CO., INC.

Overview

G. P. Greco & Co, Inc. is a small, SEC-registered corporate advisory practice that serves individual and family clients. The firm combines insurance brokerage with portfolio management for individuals and small businesses. Its ownership is described as a domestic entity with individual ownership, and it charges a mix of percentage-of-AUM and fixed fees. The adviser does not position itself as an ESG investor, is not a multi‑state adviser, and is not identified as a capital allocator or pension consultant.

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Public Holdings

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Location & Offices