ALCO ADVISORS, INC.
CRD 129513 · SEC 801-68124
Large incorporated asset manager or corporate group — typically not a local adviser team.
United States
Registration
— (—)
Source
State registered
Total AUM
$28.8M
Discretionary AUM
$25.4M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; FIXED RETAINER
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 34 | $9.1M |
| High net worth individuals | 6 | $15.5M |
| Charitable organizations | 3 | $4.2M |
Official SEC filing: View on IAPD