Moneco Advisors

RIASEC Registered
Total AUM
$2.3B
Discretionary
$2.3B
99% of AUM
Avg account
$354K
Accounts
6,443
Employees
66
Advisory reps
53

Firm details

Headquarters
Fairfield, Connecticut
CRD number
171922
Registered since
July 14, 2014
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 is an independent, SEC-registered investment adviser (registered in 2014) that serves individuals, families and institutional clients. The firm operates as a limited liability company and identifies itself as a capital allocator that builds and oversees portfolios directly and by selecting outside managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers. Fee arrangements are flexible, including percentage-of-AUM billing as well as hourly and fixed fees. Moneco does not position itself as an active ESG investor. The firm was recognized on industry lists, including Financial Times’ Top 300 RIA Firms (2020) and Forbes’ Top RIA Firms (2024).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 367

Active vs passive

$1.6B in ETFs

Passive

82%

$1.3B

Active

7%

$273M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV)BlackRockPassiveUltrashort Bond$66M655,8054.25%

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