Alesco Advisors LLC
Legal Name: ALESCO ADVISORS LLC
120 OFFICE PARK WAY, PITTSFORD, NY
Full Contact Details
Other Info
Alesco Advisors LLC is legally known as ALESCO ADVISORS LLC. It is a NY Limited Liability Company. This firm has 18 employees, of which 12 are employees in advisory roles. It serves 50 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Apr 14, 2000.
Direct Owners
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FREDERICK JAMES MINGES
EXECUTIVE VICE PRESIDENT, MEMBER, MANAGER owns more than 5% but less than 10%
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JAMES GEORGE GOULD
PRESIDENT, TREASURER, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, MANAGER, MEMBER owns more than 50% but less than 75%
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JEFFREY DANA BRADLEY
CHIEF COMPLIANCE OFFICER, MEMBER, MANAGER owns less than 5%
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TODD DAVID GREEN
CHIEF INVESTMENT OFFICER, MANAGER, MEMBER owns more than 10% but less than 25%
Firms Located Nearby
Top Holdings
Period of report:
Jun 30, 2019
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Effectiveness Date:
Aug 14, 2019
- ISHARES TR CORE S&P500 ETF $399,588k
- ISHARES TR CORE MSCI EAFE $253,719k
- ISHARES TR CORE S&P MCP ETF $200,678k
- ISHARES TR CORE S&P SCP ETF $173,882k
- SPDR S&P 500 ETF TR TR UNIT $87,237k
- ISHARES INC CORE MSCI EMKT $77,380k
- SPDR Inv't Grade Floating Rate $66,502k
- VANGUARD MALVERN FDS $63,806k
- ISHARES $47,411k
- SCHWAB STRATEGIC T $43,585k