The MONECO ADVISORS, LLC is a privately held investment adviser that advises $2.38Bn in regulatory assets under management held in 0 SEC fund types across 2 investment strategies. MONECO ADVISORS, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 287.97% over the last 5-years.
The Group has been registered with the SEC for 12.05 years and is comprised of 1 filing and 0 relying advisers. They operate out of 7 office locations with their Headquarters at 2150 POST ROAD, SUITE 201, FAIRFIELD, CONNECTICUT. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 66 employees comprised of 44 investment and 22 non-investment staff. The total number of Employees increased by 200% over the last 5-years.
Their $2.38Bn in assets advised are owned by 3 private funds, 0 public funds and BDCs and 31 other accounts. Assets of High Net Worth Individuals clients own $1.7Bn or 71.66% of Total Assets and Individuals own $525.63mn or 22.13% of Total Assets.
The Group's top investment strategies include Multi Strat and FI/Credit - Diverse, representing 66.67% and 33.33% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $31.78mn in assets.
The Group discloses advisory fees, fixed fees and management fees.
MONECO ADVISORS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.