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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