Asco Financial Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Kingston, PA. Its latest Form ADV filing, dated March 5, 2026, reports $173M in regulatory assets under management, 2 employees, and 63 accounts.
Assets Under Management
$173M
Employees
2
Offices
--
Total Clients
61
Primary office
KINGSTON, PA
575 PIERCE STREET, SUITE 301, KINGSTON, PA, United States
Top client segmentGovernment represent 100.0% of total clients.
Top client categories% of clientsClients
1
Government
100.0%
61
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$173Mas of March 5, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$173M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$173M
Total Accounts63
10Y AUM Change+$44M (+34.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee31:1
10Y Employee Change-2 (-50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.