G
CRD: 318087
G. P. Greco & Co., Inc.
Palo Alto, CA, 94306
8887889108
$3.7M Total AUM
$3.5M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- First Republic Bank · Inspira Financial Trust · LLC · Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-21-2022
- Office Locations
- 1
Office Locations
Palo Alto Square, 3000 EL Camino Real Building 4, Suite 200 Palo Alto CA
About G. P. Greco & Co., Inc.
G. P. Greco & Co., Inc. is a Palo Alto-based RIA. The firm has been operating for 4 years. Managing $3.7M in total assets under management, with 1 advisory representatives. They custody assets with First Republic Bank and Inspira Financial Trust. Services offered include Insurance, Life Insurance, Portfolio Construction.
Team overview
28 AVG AGE
$3.7M AVG AUM / ADVISOR
$248.3K AVG AUM / CLIENT
0.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
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Asset Classes
Timber atlas Timber focus Harbor Vertex Unison Catalyst Peak unison
Investment Themes
Timber summit Momentum
Investment Vehicles
Signal
Services
Optima Horizon crest Ridge
Owner & Executives
G
Gino Pellegrino Greco
Chairman, Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #7321787
- Ownership
- Less than 5%
(390) 854-5963
vital.foundation@catalystcapital.com
in linkedin.com/in/wave-ember
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,537,000 | -- |
| Non-Discretionary | $188,000 | -- |
| Total | $3,725,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,725,000
Public Funds:
18.1% Private Funds:
13.0% Cash:
30.4% Equity - OTC:
22.2% Equity - Exchange:
16.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $453,072,103 | 18.1% |
| Private Funds | $325,410,903 | 13.0% |
| Cash | $760,960,880 | 30.4% |
| Equity - OTC | $555,701,696 | 22.2% |
| Equity - Exchange | $408,015,209 | 16.3% |
| Total | $2,503,160,791 | 100.0% |