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Building 2ALESCO ADVISORS, LLC, AN ESL COMPANY

Map pinPITTSFORD, NY
Phone585-586-0970
NotebookSEC #801-135008
Total AUM
$5.6B
Employees
26
Clients
640

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
120 OFFICE PARK WAY
PITTSFORD
NY 14534
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
585-586-0970

ReceiptFinancials

Total AUM
$5.6B
Accounts
1,777
Discretionary
$5.6B
Accounts
1,777
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
140
AUM
$67.3M
HNW Individual Clients
363
AUM
$2.5B
Pension/Profit Sharing Plan Clients
8
AUM
$37.8M
Charitable Organization Clients
118
AUM
$2.7B
Government Entity Clients
1
AUM
$104.2M
Corporation or Business Clients
10
AUM
$168M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FINANCIAL PLANNING SERVICES

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLILMAMDMINCNENHNYOHPATXVA

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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