# G. P. Greco & Co., Inc.

> G. P. Greco & Co., Inc. is a state-registered investment advisory firm in Palo Alto, CA, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 14, 2026.

- CRD: 318087
- Filed as: G. P. GRECO & CO., INC.
- Legal name: Gino Pellegrino Greco & Company, Incorporated
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Palo Alto, CA
- Filing period: October 2026
- Form ADV filing dated: August 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/318087
- AdvisorCensus page: https://advisorcensus.com/firm/g-p-greco-and-co-inc-palo-alto-ca-318087

## Quick answers

**How is G. P. Greco & Co., Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), G. P. Greco & Co., Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is G. P. Greco & Co., Inc. located?**
G. P. Greco & Co., Inc.'s principal office is in Palo Alto, CA, according to its Form ADV.

**Is G. P. Greco & Co., Inc. registered with the SEC or a state?**
G. P. Greco & Co., Inc. is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 318087.

**How much does G. P. Greco & Co., Inc. manage?**
G. P. Greco & Co., Inc. reports $4,691,246 in regulatory assets under management in its Form ADV filing dated August 14, 2026 (96% discretionary).

**What types of clients does G. P. Greco & Co., Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (14); high net worth individuals (2).

**Does G. P. Greco & Co., Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/318087

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $4,691,246
- Discretionary: $4,493,809
- Non-discretionary: $197,437

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $1,831,103 |
| High net worth individuals | 2 | $2,860,143 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @gpgreco

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. G. P. Greco & Co., Inc. (CRD 318087): Form ADV filing data as of October 2026.