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| Alesco Advisors LLC an ESL Company
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|---|---|
| CRD # | 339091 |
| SEC # | 801-135008 |
| CIK # | 0001269978 |
| AUM | $5.6 B (2026-04-20) |
| Employees | 26 (50% Investors, 0% Brokers) |
| Phone | 585-586-0970 |
| Address | 120 Office Park Way Pittsford, NY 14534 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 140 | 0.1 |
| (b) Individuals (high net worth individuals) | 363 | 2.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 0.0 |
| (h) Charitable organizations | 118 | 2.7 |
| (i) State or municipal government entities | 0 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,777 | 5.6 |
| By Discretionary | ||
| Discretionary | 1,777 | 5.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,777 | 5.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.6 | |
| Total | 1,777 | 5.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001269978] |
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|---|---|---|
|
SYM Financial Corporation
✚
|
IN | 5.8 |
|
Wedbush Securities Inc
✚
|
CA | 5.7 |
|
Dynamic Advisor Solutions LLC
✚
|
AZ | 5.6 |
|
Stratos Wealth Advisors LLC
✚
|
OH | 5.6 |
|
Stacey Braun Associates Inc
✚
|
NY | 5.5 |
|
Procourse Fiduciary Advisors LLC
✚
|
IN | 5.5 |
|
Frontier Asset Management LLC
✚
|
WY | 5.5 |
|
Sentry Management Inc
✚
|
TX | 5.4 |
|
Pension Consultants Inc
✚
|
MO | 5.4 |
|
Integrity Alliance LLC
✚
|
IA | 5.4 |