CRD: 129513
Alco Advisors, Inc.
Duxbury, MA
7814527007
$28.8M Total AUM
$25.4M Disc. AUM
-- 3Y CAGR
1 Employees
43 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-18-2004
- Office Locations
- 1
Office Locations
ONE Snow Road, Suite 4 Marshfield MA
About Alco Advisors, Inc.
Alco Advisors, Inc. is a Duxbury-based RIA. The firm has been operating for 22 years. Managing $28.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$28.8M AVG AUM / ADVISOR
$670.6K AVG AUM / CLIENT
22.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Oak Catalyst Atlas
Client Personas
Bridge north
Investment Themes
Capital pioneer Eagle Optima
Investment Vehicles
Catalyst meridian
Services
Oak Harbor meridian Value Meridian Radial fusion Focus north Signal
Owner & Executives
S
STEPHEN JOHN COVILLE
Advisor, President
- CRD
- #3058857
- Ownership
- 75% or more
(542) 576-5036
delta.zenith@peakcapital.com
in linkedin.com/in/beacon-legacy
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,359,914 | $204,026 |
| Non-Discretionary | $3,474,055 | $1,164,211 |
| Total | $28,833,969 | $540,091 |
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Separately Managed Accounts
Total SMA Asset: $28,833,969
Equity - OTC:
26.5% Equity - Exchange:
9.6% Cash:
9.9% Corporate - Investment Grade:
24.2% Corporate - Non-Investment Grade:
10.5% Municipal Bonds:
19.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $743,374,915 | 26.5% |
| Equity - Exchange | $269,298,082 | 9.6% |
| Cash | $277,713,647 | 9.9% |
| Corporate - Investment Grade | $678,855,583 | 24.2% |
| Corporate - Non-Investment Grade | $294,544,778 | 10.5% |
| Municipal Bonds | $541,401,353 | 19.3% |
| Total | $2,805,188,358 | 100.0% |