Alco Advisors, Inc. is an adviser based in Marshfield. It manages $32.41 million of regulatory assets for 60 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Massachusetts.
Alco Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and tax consulting & services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Alco Advisors, Inc. is $32.41 million. The firm's AUM has gone down by -55% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Alco Advisors, Inc. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Stephen John Coville has been acting as President since 1 Aug 1987. Gisele Marie Coville joined the executive team most recently as the Treasurer.
The principal office where Alco Advisors, Inc. performs its advisory services is located at One Snow Road, Marshfield, MA 02050, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 781-834-8100 or by fax 781-834-8102. The normal business hours are 9 am to 5 pm on Monday - Friday.