Alesco Advisors LLC
Legal Name: ALESCO ADVISORS LLC
Full Contact Details
Alesco Advisors LLC
120 OFFICE PARK WAY, PITTSFORD, NY
(585)586-0970
(585)586-1898
Other Info
Alesco Advisors LLC is a prominent NY Limited Liability Company that employs 18 staff, of which 12 hold advisory roles, serving 50 clients. Its SEC status is approved, which was granted on April 14, 2000.
Alesco Advisors | Wealth and Investment Management
Alesco Advisors, a registered investment advisor (RIA), is your fiduciary partner for high net worth and institutional wealth management.
Direct Owners
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FREDERICK JAMES MINGES
EXECUTIVE VICE PRESIDENT, MEMBER, MANAGER owns more than 5% but less than 10%
-
JAMES GEORGE GOULD
PRESIDENT, TREASURER, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, MANAGER, MEMBER owns more than 50% but less than 75%
-
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
- Two Point Capital Management Inc
- Occam Capital Management LLC
- Ralph Parks Investment Group LLC
- Bright Futures Wealth Management LLC
- Karpus Management Inc
- Ashford Advisors LLC
- Generation Capital Management LLC
- HIGH Probability Advisors LLC
- Professional Financial Strategies Inc
- LYON Capital Management LLC
Top Holdings
- 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