MONECO ADVISORS
Firm details
- Headquarters
- FAIRFIELD, Connecticut
- CRD number
- 171922
- Registered since
- July 14, 2014
- Website
- www.monecoadvisors.com
- Custodians
- LPL FINANCIAL LLC, FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI74.66%
- Individuals23.05%
- Charitable Organizations1.1%
- Pension & Profit Sharing Plans1.08%
- Corporations / Businesses0.11%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Moneco Advisors is an independent RIA organized as an LLC and registered with the SEC since 2014. The firm serves both individual and family clients and institutional investors, providing financial planning, portfolio management for individuals and small businesses, pension consulting, and manager selection services. It operates as a capital allocator, placing client capital with third-party managers as well as using internally managed public funds. Fee arrangements include asset-based fees, hourly charges, and fixed-fee engagements. Industry relationships include connections with accountants and an insurance company. Moneco Advisors has received placement on industry lists, including a Financial Times Top 300 RIA Firms mention in 2020 and a Forbes Top RIA Firms recognition in 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- Exchange Traded Equities17%
- Cash & Cash Equivalents9%
- State & Local Bonds2%
- US Government Bonds1%
Owners & executives
2 of 2ALLISON LORING
Chief Compliance OfficerCRD 5632900
DAVID LINCOLN
Managing Partner and Chief Investment OfficerCRD 706040
Contacts
3 of 44David Plouffe
Client Relationship ManagerCRD 7432122
ERIC JOHNSON
Partner, Financial PlannerCRD 3231707
Timothy Hickey
PartnerCRD 6597009
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 313Active vs passive
$1.2B in ETFs
85%
$1B
5%
$179M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $60.4M | 600,219 | 4.95% |
Location
FAIRFIELD, CT
FAIRFIELD
Location
FAIRFIELD, CT
Headquartered in FAIRFIELD, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- FAIRFIELD
- Address
- 2150 Post Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
REX ADVISERS, LLC
RIAFAIRFIELD, CT
TOURMALET ADVISORS, LP
RIAFAIRFIELD, CT
HERBERT J. SIMS CAPITAL MANAGEMENT, INC.
RIAFAIRFIELD, CT
ADVANCED CAPITAL ADVISORS, LLC
RIAFAIRFIELD, CT
COMPASS
RIAFAIRFIELD, CT
FAIRPORT ASSET MANAGEMENT CORP
RIAFAIRFIELD, CT