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Asco Financial Group, Inc.

● SEC registered since 2003CRD 124395SEC# 801-61809Kingston, PA
Export (members)
Reg. AUM
$159.3M
Employees
2
Accounts
55
Location
Kingston, PA

Asco Financial Group, Inc. assets under management

Asco Financial Group, Inc. is a registered investment adviser overseen by the SEC based in Kingston, PA. The firm has been registered since 2003. It reports $159.3 million in regulatory assets under management and employs 2 people.
www.ascofinancial.comView on SEC.gov ↗

Asco Financial Group, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Jerome Joseph McHalePresident, Chief Compliance Officer, Treasurer50-75%2022
Maria A Williamson ControlCorporate Secretary25-50%2022

Frequently asked questions

How much does Asco Financial Group, Inc. manage?

Asco Financial Group, Inc. reports $159.3 million in regulatory assets under management on its Form ADV.

How many employees does Asco Financial Group, Inc. have?

Asco Financial Group, Inc. reports 2 employees.

Where is Asco Financial Group, Inc. located?

Asco Financial Group, Inc. is based in Kingston, PA and has been SEC-registered since 2003.

Does Asco Financial Group, Inc. disclose fund performance?

Asco Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address575 Pierce Street, Suite 301, Kingston, PA 18704
Phone570-714-0720
Fax570-714-0740
Office hours9:00 a.m. To 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$159.3M
Total (RAUM)$159.3M