Summary
Alesco Advisors LLC
Founded in 2000
Description
Alesco Advisors is a registered investment advisor (RIA) that provides wealth and investment management services. They are a trusted partner for high net worth individuals, institutional clients, and retirement plans. Their services include asset alloc...
Strengths
- Revenue generated per employee is greater than industry average
Weaknesses
- Alesco Advisors LLC has a very small market share in their industry
- Revenue growth is less than the industry average
- The number of employees is not growing as fast as the industry average
- Since Alesco Advisors LLC was founded, the company has experienced slower revenue growth than the industry average
Annual Revenue
Alesco Advisors LLC's annual revenue
$5725000
Based on Kona Equity data
-
Revenue per employee
$248913
-
Variance of revenue growth
0.01
-
Annual revenue growth since founding
$238541
-
Revenue growth rate from first known quarter to current
12.9%
Employee Count
23 employees
-
Employee growth rate from first known quarter to current
4.0%
Executives
Susan Burke
Vice President, Administration
s**@alescoadvisors.comChris Mirrione
Chief Investment Officer
c**@alescoadvisors.comJenna Taylor
Performance Analyst
j**@alescoadvisors.comBenton Kircher
Operations Analyst
b**@alescoadvisors.comLaurie Mcgrath
Client Service Specialist
l**@alescoadvisors.comChristopher Brodhead
Principal and Chief Growth Officer
c**@alescoadvisors.comJenna Haynes
Performance Analyst
j**@alescoadvisors.comJeffrey Bradley
Vice President, Operations& Compliance
j**@alescoadvisors.comJessica Collins
Client Service Specialist
j**@alescoadvisors.comElizabeth Salamida
Receptionist
e**@alescoadvisors.comCole Schmitt
Portfolio Management Associate
c**@alescoadvisors.comSamantha Bradley
Client Service Specialist
s**@alescoadvisors.comFrederick Minges
Executive Vice President & Manager & Director
f**@alescoadvisors.comHeidi Walton
RFP Specialist
h**@alescoadvisors.comErin Philipson
Marketing Analyst
e**@alescoadvisors.comJames Gould
President
j**@alescoadvisors.comMary Borzilleri
Client Service Specialist
m**@alescoadvisors.comHolly Mergenhagen
Client Relations & Bd Principal
h**@alescoadvisors.comDaniel Aubertine
Performance Operations Analyst
d**@alescoadvisors.comRoshan Patel
Junior Portfolio Manager
r**@alescoadvisors.comJeremy Ho
Portfolio Manager
j**@alescoadvisors.comG Score - 1
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G2 Income per employee more than industry average.
Location
Unlock unlimited leads
Similar Companies
CapWealth Advisors LLC
capwealthgroup.com- Founded in 2000
- Location: Franklin, TN
- Annual Revenue: $5.4M
- Employees: 25
- CapWealth is a fee-based independent Registered Investment Advisory firm offering wealth management and reporting solutions to grow legacies.
Condor Capital Management
condorcapital.com- Founded in 1988
- Location: Martinsville, NJ
- Annual Revenue: $4.2M
- Employees: 20
- Condor Capital Wealth Management is an SEC registered investment advisor that offers a comprehensive range of financial planning services. Founded in 1988, the company is employee-owned and is committed to acting in the best interest of its clients. Th...
Shepherd Kaplan LLC
skk-llc.com- Founded in 1998
- Location: Boston, MA
- Annual Revenue: $15.9M
- Employees: 59
- Shepherd Kaplan Krochuk offers a wide variety of wealth management services along with alternative asset investment capabilities with a global reach.
Alphastar Capital Management , LLC
alphastarcm.com- Founded in 2011
- Location: Cornelius, NC
- Annual Revenue: $13.8M
- Employees: 38
- Alphastar Capital Management provides discretionary portfolio management to individual client families and institutional investors through relationships with financial advisors. Alphastar manages a series of portfolio solutions designed for a wide rang...
Schultz Collins
schultzcollins.com- Founded in 1995
- Location: San Francisco, CA
- Annual Revenue: $3.5M
- Employees: 10
- Schultz Collins is an investment advisory firm headquartered in Orinda, CA. They provide investment counsel and wealth management services to individuals, families, institutions, and retirement plans. As a non-discretionary advisor, they support client...
Howard Capital Management Inc
howardcm.com- Founded in 1999
- Location: Roswell, GA
- Annual Revenue: $8.2M
- Employees: 33
- An SEC-Registered Investment Advisory Firm, offering professional money management services to private clients, brokers, and broker-dealers.
Key Information
- Name: Alesco Advisors LLC
- Category: Investment management
- Industry: Financial Consultant
- SIC: 87; 874
- NAICS: 561110; 523910
See similar companies
-
By City Pittsford Small Financial Consultant in Pittsford Mid-size Financial Consultant in Pittsford Investment management in Pittsford Small Investment management in Pittsford Mid-size Investment management in Pittsford
-
By State NY Small companies in NY Investment management in NY Small Investment management in NY Mid-size Investment management in NY Small Financial Consultant in NY Mid-size Financial Consultant in NY
-
By Category Investment management Small Investment management Mid-size Investment management
-
By Industry Financial Consultant Small Financial Consultant Mid-size Financial Consultant Investment management and Financial Consultant
-
Firmographic data G Score of 1 Founded in 2000 SIC: 87 SIC: 874 NAICS: 561110 NAICS: 523910 #Finance #Brokerage #Investment Banking
Frequently Asked Questions
Alesco Advisors LLC's headquarters are located at 120 OFFICE PARK WAY Pittsford, NY 14534.
Alesco Advisors LLC's official website is alescoadvisors.com
Alesco Advisors LLC's annual revenue is $5.7 M.
Alesco Advisors LLC's SIC: 87; 874
Alesco Advisors LLC's NAICS: 561110; 523910.
Alesco Advisors LLC has 23 employees
Alesco Advisors LLC is in the industry of Investment management.
