Alesco Advisors LLC

Alesco Advisors LLC é uma proeminente empresa de responsabilidade limitada de Nova York que emprega 18 funcionários, dos quais 12 ocupam cargos de consultoria, atendendo a 50 clientes. Seu status na SEC está aprovado, o que foi concedido em 14 de abril de 2000.

• FREDERICK JAMES MINGES

  EXECUTIVE VICE PRESIDENT, MEMBER, MANAGER é proprietária mais de 5% mas menos de 10%

• JAMES GEORGE GOULD

  PRESIDENT, TREASURER, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, MANAGER, MEMBER é proprietária mais de 50% mas menos de 75%

• JEFFREY DANA BRADLEY

  CHIEF COMPLIANCE OFFICER, MEMBER, MANAGER é proprietária menos de 5%

• TODD DAVID GREEN

  CHIEF INVESTMENT OFFICER, MANAGER, MEMBER é proprietária mais de 10% mas menos de 25%

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• The Future of Investment: Alesco Advisors LLC Q3 2022 vs. Q4 2022 13F Holdings Comparison

• 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