RIA Intel›Advisers›California›GINO PELLEGRINO GRECO & COMPANY, INCORPORATED

GINO PELLEGRINO GRECO & COMPANY, INCORPORATED

Advisory

PALO ALTO, CA

Data as of Aug 14, 2026 · Source: SEC Form ADV

Rank in CA

#4,952

of 5,480 advisers by AUM

Average account

$94K

across 50 accounts

AUM per adviser

$5M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 14, 2026.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$5M

Discretionary AUM$4M

Non-Discretionary AUM$197K

Discretionary %95.8%

Total Clients16

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

16 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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