Investment adviser · CRD 124395
ASCO FINANCIAL GROUP, INC.
Investment adviser filing (IA)
KINGSTON, PA, United States · Form ADV filed Mar 5, 2026
- Regulatory AUM
- $173M Form ADV · Item 5.F
- Client accounts
- 63 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Government entities | 61 | $170,687,122 | 98.6% |
| Retirement plans | Fewer than 5 | $2,473,280 | 1.4% |
Filing source
Form ADV 2065314 · Mar 5, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 5, 2026. View historical filings
Reported services
Pension consulting · Selection of other advisers
Compensation
Percentage of assets
Principal office
575 PIERCE STREET, SUITE 301KINGSTON, PA, 18704, United States
CRD 124395
Filing source
Form ADV 2065314 · Mar 5, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.