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MONECO ADVISORS
2150 Post Road, Suite 201
Fairfield, Connecticut 06824
Tel: 203-319-3550
About MONECO ADVISORS
MONECO ADVISORS, formally registered with the SEC as MONECO ADVISORS. The firm was established in 07/14/2014. They have over 8 offices throughout the country.
MONECO ADVISORS is a Fairfield, Connecticut based Financial Planning firm with nearly $1,472,025,988 assets under management, offering retirement planning & investment advisory services to 5152 clients. The firm is staffed with 61 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 171922 |
| SEC# | 801-80027 |
| Assets Managed by Firm | $1,472,025,988 |
| No. of Clients | 5152 |
| No. of Advisors | 61 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Other (LPL FINANCIAL SPONSORED ADVISORY PROGRAMS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5152 | $1,472,025,988 |
| Individuals (other than high net worth individuals) | 1915 | $415,132,944 |
| High net worth individuals | 549 | $1,048,174,956 |
| Pension and profit sharing plans | 4 | $1,298,119 |
| Charitable organizations | 11 | $6,298,166 |
| Corporations or other businesses | 6 | $1,121,803 |
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|---|---|---|---|
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