G. P. Greco & Co, Inc.

RIASEC Registered
Total AUM
$4.5M
Discretionary
$4.3M
96% of AUM
Avg account
$91.7K
Accounts
49
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 57%, Private Funds 22%, Non-Exchange Traded Equities 10%, Cash & Cash Equivalents 10%, Exchange Traded Equities 1%57%
  • Public Funds/Mutual Funds57%
  • Private Funds22%
  • Non-Exchange Traded Equities10%
  • Cash & Cash Equivalents10%
  • Exchange Traded Equities1%

Contacts

1 of 1
  • Gino Greco

    Gino Greco

    Registered RepresentativeCRD 7321787

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth