|
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|
| Keyboard |
| ASCO Financial Group Inc
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|
|---|---|
| CRD # | 124395 |
| SEC # | 801-61809 |
| CIK # | |
| AUM | 173.2 M (2026-03-05) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Phone | 570-714-0720 |
| Address | 575 Pierce Street Kingston, PA 18704 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 0 | 2.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 61 | 170.7 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 63 | 173.2 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 63 | 173.2 |
| Total | 63 | 173.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 173.2 | |
| Total | 63 | 173.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Comparable Firms | State | AUM |
|---|---|---|
|
Highbury Park LLC
✚
|
176.4 M | |
|
Advisorengine Portfolio Solutions Inc
✚
|
NC | 176.4 M |
|
Summerhaven Investment Management LLC
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CT | 176.2 M |
|
Routeburn Capital LP
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175.8 M | |
|
Port Street Investments LLC
✚
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CA | 174.5 M |
|
Pemberwick Investment Advisors LLC
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|
CT | 173.7 M |
|
Vizcaya Capital Partners LLC
✚
|
FL | 172.5 M |
|
Joseph Advisory Services LLC
✚
|
TX | 170.9 M |
|
Mount Lucas Index Advisers LLC
✚
|
PA | 170.3 M |
|
Focus 401 K Group LLC
✚
|
TX | 169.9 M |