Alco Advisors, Inc. (Marshfield)

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.

Alco Advisors: assets under management

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 firm manages $7.96 million in discretionary accounts and $24.45 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $204.03 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.16 million.

Fees & Commissions

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. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Alco Advisors, Inc.

Stephen John Coville has been acting as President since 1 Aug 1987. Gisele Marie Coville joined the executive team most recently as the Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Stephen John Coville	President	1 Aug 1987	75% - 100%	3058857
Gisele Marie Coville	Treasurer	1 Aug 1987	Other	5093733
Stephen John Coville	Chief compliance officer	1 Jan 2007	75% - 100%	3058857

Based in Marshfield

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.