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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| ASCO Financial Group Inc
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|---|---|
| CRD # | 124395 |
| SEC # | 801-61809 |
| CIK # | |
| AUM | $159.3 M (2025-03-07) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Phone | 570-714-0720 |
| Address | 575 Pierce Street Kingston, PA 18704 |
| Source | [IAPD] [Website] |
| Total AUM ($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 | 3.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 34 | 156.3 |
| (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 | 55 | 159.3 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 55 | 159.3 |
| Total | 55 | 159.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 159.3 | |
| Total | 55 | 159.3 |
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|---|---|---|
|
Summerhaven Investment Management LLC
✚
|
CT | 0.2 |
|
SQN Venture Partners LLC
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|
SC | 0.2 |
|
Tactical Fund Advisors LLC
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OH | 0.2 |
|
Apollo S3 Ric Management LP
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|
NY | 0.2 |
|
HAVE RIA Inc
✚
|
RI | 0.2 |
|
Plexo Capital Management LLC
✚
|
CA | 0.2 |
|
DCA Family Office LLC
✚
|
CA | 0.2 |
|
Atlas Square Partners HK Limited
✚
|
0.2 | |
|
Renaissance Capital LLC
✚
|
CT | 0.2 |
|
Wisdom Fixed Income Management LLC
✚
|
TX | 0.2 |