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 as an investment bank. The firm has been SEC-registered since 1992 and is privately held by an individual owner. Available records identify it as an entity that does not serve as a capital allocator and does not position itself as an active ESG investor. Regulatory metadata indicates Greif & Co. is not registered as a multi-state adviser, is not newly formed, and does not list pension consulting or related-adviser activity in the referenced dataset. The firm’s public profile in this source does not include details on its client types, advisory services offered, or fee arrangements.

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

    President, CEOCRD 1050449

Contacts

3 of 4
  • BRADY MONEY

    Managing DirectorCRD 4672783

  • DAVID FELMAN

    Senior AdvisorCRD 4226461

  • Rei Kalemi

    AssociateCRD 7985898

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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