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Jerrold Allen Grecu

GRECU CAPITAL MANAGEMENT, INC.·ROSEVILLE, California
Unclaimed Profile
970 RESERVE DRIVE, ROSEVILLE, CA 95678CRD# 2182066Firm CRD# 134841
01

About

Jerrold Allen Grecu is a registered financial advisor based in ROSEVILLE, California, affiliated with GRECU CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GRECU CAPITAL MANAGEMENT, INC.
GRECU CAPITAL MANAGEMENT, INC.
AUM
$192M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at GRECU CAPITAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Other: FINANCIAL PLANNING RETAINER FEE
Regulatory
SEC/IARD CRD# 2182066
Firm CRD# 134841
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jerrold Allen Grecu offer?
Jerrold Allen Grecu specializes in Financial Planning, Investment Management. Contact their office in ROSEVILLE, California for a consultation.
What are Jerrold Allen Grecu's credentials?
Jerrold Allen Grecu is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jerrold Allen Grecu located?
Jerrold Allen Grecu is based in ROSEVILLE, California, working with GRECU CAPITAL MANAGEMENT, INC.. Their office serves clients in the ROSEVILLE metropolitan area and surrounding communities.
How does Jerrold Allen Grecu charge for services?
Jerrold Allen Grecu's firm is compensated through percentage of aum, other: financial planning retainer fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GRECU CAPITAL MANAGEMENT, INC.?
GRECU CAPITAL MANAGEMENT, INC. has approximately 1 employees and manages $192M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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