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MONECO ADVISORS
FAIRFIELD, CT
203-319-3550
SEC #801-80027Total AUM
$2.3B
Employees
66Clients
2,812Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2150 POST ROAD, SUITE 201
FAIRFIELD
CT 06824
United States
FAIRFIELD
CT 06824
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
203-319-3550
Other Offices
6
Financials
Total AUM
$2.3B
Accounts
6,443Discretionary
$2.3B
Accounts
6,411Non-Discretionary
$20.6M
Accounts
32
Clients
Individual Clients
2,019AUM
$525.6M
HNW Individual Clients
762AUM
$1.7B
Pension/Profit Sharing Plan Clients
7AUM
$24.6M
Charitable Organization Clients
15AUM
$25.1M
Corporation or Business Clients
9AUM
$2.4M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
THIRD PARTY SPONSORED PROGRAMS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Violation Finding
State Registrations
ALAZCACOCTDCDEFLGAIAILINLAMAMDMEMINCNENHNJNVNYOHOKORPARISCTNTXUTVAVTWA
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.