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 has been SEC-registered since 1992. The firm is classified in the source data as an investment bank and is listed as individually owned. It does not identify itself as a capital allocator, and the record indicates it is not an active ESG investor. The profile also notes that Greif & Co. is not a multi-state adviser, not newly formed, and is not listed as a pension consultant or a related adviser.

Assets & Accounts

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

Owners & executives

1 of 1
  • Lloyd Greif

    Lloyd Greif

    President, CEOCRD 1050449

Contacts

3 of 4
  • David Felman

    David Felman

    Senior AdvisorCRD 4226461

  • Brady Money

    Brady Money

    Managing DirectorCRD 4672783

  • Nicholas Sparks

    Assistant Vice PresidentCRD 7465427

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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

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
777 S Figueroa St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth