GREIG, KEVIN P

CRD 226789

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

1 total employees; 1 advisory reps; 20 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; REFERRAL FEES

Org form

Sole Proprietorship

Filing date

2024-04-16

Disciplinary history

Yes

Services

Financial planningPension consultingSelection of other advisers

Type	Clients	AUM
Individuals	15	$0
High net worth individuals	5	$0

Official SEC filing: View on IAPD