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James George Gould

ALESCO ADVISORS LLC·PITTSFORD, New York
Clean recordALESCO ADVISORS LLC
120 OFFICE PARK WAY, PITTSFORD, NY 14534CRD# 2177785Firm CRD# 108590

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James George Gould · PITTSFORD, NY
Registration
CRD #2177785 · ALESCO ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James George Gould is a registered financial advisor based in PITTSFORD, New York, affiliated with ALESCO ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
ALESCO ADVISORS LLC
ALESCO ADVISORS LLC
AUM
$4.4B
Regulatory assets under management
Employees
27
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: FINANCIAL PLANNING SERVICES
Regulatory
SEC/IARD CRD# 2177785
Firm CRD# 108590
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James George Gould offer?
James George Gould specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PITTSFORD, New York for a consultation.
What are James George Gould's credentials?
James George Gould is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James George Gould located?
James George Gould is based in PITTSFORD, New York, working with ALESCO ADVISORS LLC. Their office serves clients in the PITTSFORD metropolitan area and surrounding communities.
How does James George Gould charge for services?
James George Gould's firm is compensated through percentage of aum, subscription fees, other: financial planning services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALESCO ADVISORS LLC?
ALESCO ADVISORS LLC has approximately 27 employees and manages $4.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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