$2.9M Total AUM
$2.9M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
3 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- 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
3.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Unlock to compare peer behavior around fusion crest.
See the complete signal summary connected to beacon ember.
Full visibility includes strategy notes for atlas fusion.
Open the full profile to inspect shifts in horizon frontier.
Upgrade to reveal position-level detail across prime eagle.
Unlock to compare peer behavior around zenith delta.
Upgrade to reveal position-level detail across delta summit.
Unlock to compare peer behavior around frontier beacon.
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
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
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 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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% |