Asco Financial Group, Inc.

RIASEC RegisteredEst. 2003

Total AUM

$173M

Discretionary

0% of AUM

Avg account

$2.7M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Kingston, Pennsylvania
CRD number: 124395
Registered since: February 12, 2003
Website: www.ascofinancial.com
Custodians: CHARLES SCHWAB & CO., INC., SEI INVESTMENTS DISTRIBUTION CO., JOHN HANCOCK DISTRIBUTORS LLC, NATIONWIDE SECURITIES, LLC
Fee structure: Percentage of AUM
Client types: State / Municipal Government98.57%
Pension & Profit Sharing Plans1.43%
Services: Pension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Asco Financial Group, Inc. is an institutional registered investment adviser organized as a corporation and operating since 2003. The firm serves institutional clients and charges fees based on a percentage of assets under management. Its advisory role emphasizes pension consulting services and selecting other managers for client mandates, and it identifies as a capital allocator that implements investments through external managers when appropriate. Asco is also active as an other financial product salesperson and lists affiliations with a broker‑dealer and an insurance company. The firm does not report active ESG investing and is not a multi‑state adviser.