Moneco Advisors
Moneco Advisors (CRD# 171922) is a financial advisory firm headquartered in Fairfield, CT. They manage $1,472,025,988 in 5,152 accounts and serve the financial needs of clients across 34 states (or territories).
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Total Assets Under Management1,472MILLION
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Total Number of Accounts5,152ACCOUNTS
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Average Account Value$285,719
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NV, NY, OH, OK, PA, RI, SC, TN, TX, UT, VA, VT, WA
Allison Loring (CRD# 5632900) is an Investment Advisor Representative working at Moneco Advisors in Pittsfield, MA and has over 10 years of experience in the finance industry.
David Plouffe (CRD# 7432122) is an Investment Advisor Representative working at Moneco Advisors in Fairfield, CT and has 1 year of experience in the finance industry.