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| Happy Holidays!! thanks for using AUM13F!! |
| Moneco Advisors LLC
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| CRD # | 171922 |
| SEC # | 801-80027 |
| CIK # | 0001765690 |
| AUM | $1.9 B (2025-05-28) |
| Employees | 65 (66% Investors, 34% Brokers) |
| Phone | 203-319-3550 |
| Address | 2150 Post Road, Suite 201 Fairfield, CT 06824 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001765690 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 24.2 | ||
| Apple Inc | 24.1 | ||
| Nvidia Corp | 17.7 | ||
| Amazon Com Inc | 9.4 | ||
| Johnson & Johnson | 9.4 | ||
| SPDR Gold Trust | 7.8 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,058 | 440.8 |
| (b) Individuals (high net worth individuals) | 740 | 1,454.0 |
| (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 | 1.1 |
| (h) Charitable organizations | 14 | 16.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 2.8 |
| (n) Other | 0 | 0.0 |
| Total | 6,130 | 1,915.1 |
| By Discretionary | ||
| Discretionary | 6,094 | 1,896.0 |
| Non-Discretionary | 36 | 19.1 |
| Total | 6,130 | 1,915.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 1,914.4 | |
| Total | 6,130 | 1,915.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001765690] |
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|---|---|---|
|
Arbion Limited
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|
1.9 | |
|
Neville Rodie & Shaw Inc
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|
NY | 1.9 |
|
Nadler Financial Group Inc
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IL | 1.9 |
|
Earned Wealth Advisors LLC
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CA | 1.9 |
|
EFG Asset Management Americas Corp
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FL | 1.9 |
|
Heritage Investment Group Inc
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FL | 1.9 |
|
Reinhart Partners LLC
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WI | 1.9 |
|
The Wealth Alliance LLC
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NY | 1.9 |
|
Claret Asset Management Corp
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|
1.9 | |
|
Beaird Harris Wealth Management LLC
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|
TX | 1.9 |