ALESCO ADVISORS, LLC, AN ESL COMPANY

CRD 339091 · SEC 801-135008

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120 OFFICE PARK WAY, PITTSFORD, NY, 14534, United States

Phone

585-586-0970

Fax

585-586-1898

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$5.61B

Discretionary AUM

$5.61B

Team

26 total employees; 13 advisory reps; 44 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees; FINANCIAL PLANNING SERVICES

Org form

Limited Liability Company

Filing date

2026-04-20

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicalsEducational seminars

Client types

Type	Clients	AUM
Individuals	140	$67.3M
High net worth individuals	363	$2.49B
Pension/profit sharing plans	8	$37.8M
Charitable organizations	118	$2.74B
Corporations/business entities	10	$168.0M

States served

CA, CO, IL, MD, MA, MI, NE, NY, NC, OH, PA, VA, TX, NH, FL

All web addresses on file

https://www.linkedin.com/company/alesco-advisors
https://www.alescoadvisors.com/
https://www.esl.org/wealth
https://www.esl.org/wealth/alesco-advisors

Official SEC filing: View on IAPD