Asco Financial Group, Inc. is a large advisory firm based in Kingston. It manages $138.77 million of regulatory assets for 69 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Pennsylvania.
Asco Financial Group provides pension consulting services and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as pension administration services.
The assets under management (AUM) of Asco Financial Group, Inc. is $138.77 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Asco Financial Group, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to pension and profit sharing plans and state or municipal government entities. The largest group of clients of Asco Financial Group is state or municipal government entities with 27 clients and $121.31 million of assets under management. Among the 9 most similar advisory firms, Asco Financial Group has the highest percentage of state or municipal government entities out of all clients.
The amount of regulatory assets under management is $138.77 million for 34 clients. None of the firm’s clients are foreign persons or businesses.
Asco Financial Group doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
The principal office where Asco Financial Group, Inc. performs its advisory services is located at 575 Pierce Street, Suite 301, Kingston, PA 18704, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 570-714-0720 or by fax 570-714-0740. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at ascofinancial.com.