$2.9M Total AUM
$2.9M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-14-2022
- Office Locations
- 1
Office Locations
-- Townsend DE
About Finco Advisory LLC
FINCO Advisory LLC is an independent RIA in Townsend, Delaware serving retail clients, including entrepreneurs. The firm provides financial planning and ongoing portfolio management, with an emphasis on asset allocation and risk management across equities (notably ETFs) and other vehicles such as mutual funds, with additional insurance and life insurance support. Primary custody is through Charles Schwab & Co.
Team overview
-- AVG AGE
$2.9M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
3.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Value summit Eagle
Client Personas
Delta crest
Custodian
Pioneer atlas
Investment Themes
Oak Unison north
Investment Vehicles
Pioneer zenith
Services
Momentum optima Atlas harbor Fusion Matrix quantum
Owner & Executives
Vishwanath K Rao
--
- CRD
- #7338471
- Ownership
- 75% or more
(302) 337-4496
insight.glacier@zenithcapital.com
in linkedin.com/in/north-value
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,888,518 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,888,518 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,888,518
Equity - Exchange:
49.6% Equity - OTC:
25.7% Cash:
24.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,921,965,223 | 49.6% |
| Equity - OTC | $2,032,147,303 | 25.7% |
| Cash | $1,953,075,423 | 24.7% |
| Total | $7,907,187,949 | 100.0% |