Investment adviser · CRD 171922
MONECO ADVISORS
Investment adviser filing (IA)
MONECO ADVISORS, LLC
FAIRFIELD, CT, United States · Form ADV filed Jun 8, 2026
- Regulatory AUM
- $2.28B Form ADV · Item 5.F
- Client accounts
- 6,443 Accounts, not individual clients
- Employees
- 66 Reported in this filing
- Advisory professionals
- 44 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 |
|---|---|---|---|
| High-net-worth individuals | 762 | $1,702,203,302 | 74.7% |
| Individuals | 2,019 | $525,630,857 | 23.1% |
| Charities | 15 | $25,073,984 | 1.1% |
| Retirement plans | 7 | $24,568,045 | 1.1% |
| Corporations & businesses | 9 | $2,427,188 | 0.1% |
Filing source
Form ADV 2110291 · Jun 8, 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: Jun 8, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2150 POST ROAD, SUITE 201FAIRFIELD, CT, 06824, United States
CRD 171922
Filing source
Form ADV 2110291 · Jun 8, 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.