MONECO ADVISORS, LLC

HTTP://WWW.MONECOADVISORS.COM FAIRFIELD, CT Investment Advisor How do I update this listing?

Moneco Advisors is based out of Fairfield. Moneco Advisors is a large advisory firm with 1127 clients and discretionary assets under management (AUM) of $304,679,854 (Form ADV from 2018-03-26). Their last reported 13F filing for Q4 2018 included $85,950,000 in managed 13F securities and a top 10 holdings concentration of 49.0%. Moneco Advisors's largest holding is Vanguard Growth ETF with shares held of 56,040. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 1.13%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

MONECO ADVISORS
2150 POST RD
FAIRFIELD CT    06824
Country: United States

Business Phone: 203-319-3550
Fax: 203-319-3554
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: CT
Number of employees: 13
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 17,640,500
Total Number of Clients: 1127
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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MONECO ADVISORS, LLC

ownership team - last updated 2017-10-24
Name Title Start Date Direct/Indirect % Ownership
NEUBERT, CHRISTOPHER, JON MANAGING MEMBER / CHIEF COMPLIANCE OFFICER 08/01/2013 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MONECO ADVISORS, LLC PARTNER / CHIEF COMPLIANCE OFFICER direct 2013-08-01
MONECO ADVISORS, LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2013-08-01
LINCOLN, DAVID, JAMES MANAGING MEMBER 08/01/2013 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MONECO ADVISORS, LLC PARTNER direct 2013-08-01
MONECO ADVISORS, LLC MANAGING MEMBER direct 2013-08-01
ROSENAU, JOHN, MAXWELL MANAGING MEMBER 08/01/2013 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MONECO ADVISORS, LLC PARTNER direct 2013-08-01
MONECO ADVISORS, LLC MANAGING MEMBER direct 2013-08-01

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