Greif & Co

Broker-DealerFINRA MemberEst. 1992
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Los Angeles, California
CRD number
30345
Registered since
May 29, 1992

Firm profile

FINTRX

Overview

Greif & Co. is organized as a corporation and is classified in FINTRX as an investment bank. The firm has been SEC-registered since 1992 and is owned by an individual. Public filings and the FINTRX snapshot indicate the firm does not operate as a capital allocator and is not flagged as an active ESG investor. FINTRX does not disclose the firm's target client segments, fee schedule, or the specific advisory and business activities it conducts. The record also shows it is not registered as a multi-state adviser, is not identified as a pension consultant, and is not listed as a related adviser to another entity.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Lloyd Greif

    Lloyd Greif

    President, CEOCRD 1050449

Contacts

3 of 4
  • Brady Money

    Brady Money

    Managing DirectorCRD 4672783

  • David Felman

    David Felman

    Senior AdvisorCRD 4226461

  • Rei Kalemi

    Rei Kalemi

    AssociateCRD 7985898

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

Los Angeles

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
633 W 5th St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth