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ASCO FINANCIAL GROUP, INC.

575 Pierce Street
Suite 301
Kingston, Pennsylvania 18704
Tel: 570-714-0720

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About ASCO FINANCIAL GROUP, INC.

ASCO FINANCIAL GROUP, INC, formally registered with the SEC as ASCO FINANCIAL GROUP, INC. The firm was established in 02/12/2003. They have over 1 offices throughout the country.

ASCO FINANCIAL GROUP, INC. is a Kingston, Pennsylvania based Financial Planning firm with nearly $158,485,907 assets under management, offering retirement planning & investment advisory services to 59 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#124395
SEC#801-61809
Assets Managed by Firm$158,485,907
No. of Clients59
No. of Advisors2

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total59$158,485,907
Pension and profit sharing plansFewer than 5 clients$12,272,839

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