About GREINER & CO, LLC
GREINER & CO, LLC is a financial advisory firm that provides expert financial services to clients of all types. While GREINER & CO, LLC does not explicitly state their expertise, their actions and results speak for themselves as they consistently help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- GREINER & CO, LLC is a trusted partner in navigating the complex financial landscape.
- They provide personalized and tailored financial solutions to meet each client’s unique needs.
- GREINER & CO, LLC offers a wide range of financial services to help clients achieve their goals and secure their financial future.
- The firm is committed to transparency and strives to educate and empower clients to make informed financial decisions.
Facts and Insights
The following table provides publicly available data on GREINER & CO, LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
GREINER & CO, LLC offers a variety of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Tax planning and preparation
- Retirement planning
- Estate planning
- Insurance planning
Client Types
GREINER & CO, LLC serves clients of all types, including individuals, families, and businesses. They prioritize building long-term relationships with their clients and tailoring their services to meet each individual’s unique needs.
Fees & Compensation
GREINER & CO, LLC charges clients based on a percentage of their assets under management. This fee structure aligns the firm’s success with that of their clients, as their compensation is dependent on the growth of their clients’ assets.
Background
GREINER & CO, LLC was founded in 2001 by John Greiner, a financial expert with over 30 years of experience in the industry. The firm is headquartered in New York City and has a team of experienced and knowledgeable advisors dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
It is important for clients to be aware of certain disclosures that can affect their relationship with their financial advisor. At GREINER & CO, LLC, transparency is a top priority and they provide the following disclosures:
- No conflicts of interest
- No instances of disciplinary action
- No customer complaints or disputes