Overview
Assets Under Management: $110 million
Headquarters: ROSEVILLE, CA
High-Net-Worth Clients: 30
Average Client Assets: $2.8 million
Frequently Asked Questions
GRECU CAPITAL MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #134841), GRECU CAPITAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
GRECU CAPITAL MANAGEMENT, INC. is headquartered in ROSEVILLE, CA.
GRECU CAPITAL MANAGEMENT, INC. serves 30 high-net-worth clients according to their SEC filing dated November 20, 2018. View client details ↓
According to their SEC Form ADV, GRECU CAPITAL MANAGEMENT, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
GRECU CAPITAL MANAGEMENT, INC. manages $110 million in client assets according to their SEC filing dated November 20, 2018.
According to their SEC Form ADV, GRECU CAPITAL MANAGEMENT, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.97%
Average Client Assets: $2.8 million
Total Client Accounts: 244
Discretionary Accounts: 240
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 134841
Filing ID: 1252974
Last Filing Date: 2018-11-20 17:20:00