ALESCO ADVISORS LLC

120 Office Park Way
Pittsford, New York 14534
Tel: (585)586-0970

About ALESCO ADVISORS LLC

ALESCO ADVISORS LLC, formally registered with the SEC as ALESCO ADVISORS LLC. The firm was established in 04/14/2000. They have over 1 offices throughout the country.

ALESCO ADVISORS LLC is a Pittsford, New York based Financial Planning firm with nearly $4,430,226,612 assets under management, offering retirement planning & investment advisory services to 1615 clients. The firm is staffed with 27 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108590
SEC#	801-57453
Assets Managed by Firm	$4,430,226,612
No. of Clients	1615
No. of Advisors	27

Fee Structure

A percentage of AUM
Fixed fees
Other (FINANCIAL PLANNING SERVICES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1615	$4,430,226,612
Individuals (other than high net worth individuals)	155	$72,436,926
High net worth individuals	303	$1,805,869,043
Pension and profit sharing plans	13	$170,668,011
Charitable organizations	107	$2,056,476,266
Corporations or other businesses	10	$226,801,602

More Retirement Planning firms in Pittsford, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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