Greif & Co

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
4
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 public records as an investment bank. Ownership is held privately by an individual, and the firm’s profile does not identify it as performing capital allocation on its own balance sheet. Public information indicates the firm is not an active ESG investor and does not operate as a multi-state adviser. The record also flags that Greif & Co is not newly formed, does not act as a pension consultant, and is not listed as a related adviser to another registered entity. Details about fee structure, client types, and specific advisory or deal activities are not provided in the dataset.

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 3
  • Brady Money

    Brady Money

    Managing DirectorCRD 4672783

  • Nicholas Sparks

    Assistant Vice PresidentCRD 7465427

  • Rei Kalemi

    Rei Kalemi

    AssociateCRD 7985898

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
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