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Building 2ALESCO ADVISORS LLC

Map pinPITTSFORD, NY
Phone(585)586-0970
NotebookSEC #801-57453
Total AUM
$4.8B
Employees
27
Clients
604

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
8 A.M.- 5 P.M.
Monday - Friday
Phone
(585)586-0970

ReceiptFinancials

Total AUM
$4.8B
Accounts
1,662
Discretionary
$4.8B
Accounts
1,662
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
137
AUM
$65.6M
HNW Individual Clients
331
AUM
$2B
Pension/Profit Sharing Plan Clients
10
AUM
$116.5M
Charitable Organization Clients
115
AUM
$2.4B
Government Entity Clients
1
AUM
$92.1M
Corporation or Business Clients
9
AUM
$98.1M
Other Clients
1
AUM
$13.2M
Description of Other Clients
DC PLANS/401(K)

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
CACOFLMAMINCNENHNYOHPATXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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