Moneco Advisors

RIASEC RegisteredEst. 2014
Total AUM
$2.3B
Discretionary
$2.3B
99% of AUM
Avg account
$354K
Accounts
6,443
Employees
66
Advisory reps
47

Firm details

Headquarters
Fairfield, Connecticut
CRD number
171922
Registered since
July 14, 2014
Website
www.monecoadvisors.com
Custodians
LPL FINANCIAL LLC, FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI74.66%
  • Individuals23.05%
  • Charitable Organizations1.1%
  • Pension & Profit Sharing Plans1.08%
  • Corporations / Businesses0.11%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Moneco Advisors LLC is an independent registered investment adviser formed in 2014 that acts as a capital allocator for both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Its fees are a mix of asset-based, hourly and fixed arrangements. Moneco does not self-identify as an active ESG investor. The firm has been recognized in external rankings, including Financial Times’ Top 300 RIA Firms (2020) and Forbes’ Top RIA Firms (2024).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 69%, Exchange Traded Equities 17%, Cash & Cash Equivalents 9%, State & Local Bonds 2%, US Government Bonds 1%, Investment Grade Corp Bonds 1%69%
  • Public Funds/Mutual Funds69%
  • Exchange Traded Equities17%
  • Cash & Cash Equivalents9%
  • State & Local Bonds2%
  • US Government Bonds1%

Owners & executives

2 of 2
  • Allison Loring

    Allison Loring

    Chief Compliance OfficerCRD 5632900

  • David Lincoln

    David Lincoln

    Managing Partner and Chief Investment OfficerCRD 706040

Contacts

3 of 45
  • David Plouffe

    David Plouffe

    Client Relationship ManagerCRD 7432122

  • Eric Johnson

    Eric Johnson

    ​Partner, Financial PlannerCRD 3231707

  • Timothy Hickey

    Timothy Hickey

    PartnerCRD 6597009

Unlock 42 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 313

Active vs passive

$1.2B in ETFs

Passive

85%

$1B

Active

5%

$179M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV)BlackRockPassiveUltrashort Bond$60.4M600,2194.95%
Unlock additional holdings →

Location

Primary office

Fairfield, CT

Fairfield

Location

Fairfield, CT

Headquartered in Fairfield, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
2150 Post Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth