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 listed as a privately owned corporation that operates in the investment banking space and has been SEC-registered since 1992. The firm is recorded as an individually owned entity rather than a publicly held or institutional owner, and the dataset does not classify it as a capital allocator, which implies it is not primarily positioned as a discretionary asset manager or allocator of third‑party capital. Public records in this dataset do not include typical RIA disclosures such as client types, fee schedules, or specific advisory offerings. The firm is not flagged as an active ESG investor, is not marked as a multi‑state adviser, and is not identified as a pension consultant or related adviser. That combination of attributes is consistent with a business focused on investment banking or capital markets/advisory work rather than retail wealth management or institutional asset management. The dataset also shows no client counts or assets under management, which suggests either no reportable AUM in this source or that Greif & Co. does not operate as a traditional investment advisory firm. For anyone assessing potential engagements or referral opportunities, direct outreach to the firm will be necessary to clarify the services it provides and the client segments it serves.

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