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 that operates in the investment banking space and has been SEC-registered since 1992. The firm is owned by an individual and presents itself as an investment bank rather than a registered investment adviser acting as a capital allocator. Public disclosures provided to FINTRX are sparse: the firm did not supply standard detail on its client base, fee arrangements, advisory or business activities, or any industry affiliations. Regulatory-status flags in the snapshot indicate Greif & Co. does not identify as an active ESG investor, is not a multi-state adviser, and is not a newly formed adviser. It is also not listed as a pension consultant or as a related adviser. The firm maintains two office locations, though specific addresses and regional focus were not disclosed in the information provided.

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
  • 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

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