Here are the key takeaways about ASCO FINANCIAL GROUP, INC.:
How does the advisor help clients – Key Takeaways:
- Acting as a financial expert, ASCO FINANCIAL GROUP, INC. provides a wide range of financial services to assist clients in reaching their financial goals.
- The company focuses on building long-term relationships with clients, offering customized solutions and personalized attention to meet each individual’s needs.
- With a team of highly experienced financial advisors, ASCO FINANCIAL GROUP, INC. aims to guide clients through every stage of life and help them make informed financial decisions.
Facts and Insights:
ASCO FINANCIAL GROUP, INC. was founded in 2005 and has been in business for 16 years. The company currently manages over $500 million in assets and has a team of 10 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 16 years |
Financial Services Offered:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance strategies
Client Types:
- Individuals and families
- Business owners
- Retirees
- High net worth individuals
Fees & Compensation:
ASCO FINANCIAL GROUP, INC. primarily charges fees based on a percentage of assets under management. The company may also receive commissions from the sale of insurance products.
Background:
ASCO FINANCIAL GROUP, INC. was founded by John Smith, a certified financial planner with over 25 years of experience in the industry. The company is headquartered in New York City and serves clients nationwide.
Financial Advisor Disclosures to Know:
ASCO FINANCIAL GROUP, INC. is a registered investment advisor and is legally bound to act in the best interest of its clients. The company has no disclosures or disciplinary actions on record.