ALCO ADVISORS, INC.

ALCO ADVISORS, INC. of MARSHFIELD, MA is an SEC-registered investment adviser (CRD 129513). Regulatory assets under management: $28.8M.

Registration

• CRD: 129513
• SEC file number: 801-68124
• Type: Registered investment adviser
• Location: ONE SNOW ROAD, SUITE 4, MARSHFIELD, MA, 02050
• Phone: 781-452-7007
• Latest filing: 2026-03-31
• Regulatory AUM: $28.8M
• Discretionary AUM: $25.4M
• Non-discretionary AUM: $3.5M
• Clients: 1
• Accounts: 44

Business model

Compensation: % of AUM, Hourly, Other.

Clients served: High net worth, Pooled vehicles, Other.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 129513 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search