AK
AK

Ariel F Kosco

9 Years of Experience
3 Disclosures
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
1,057 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
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Location

540 Route 6 & 209, Milford, PA, 18337

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History

Regulatory History (3)
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Financial
November 2023
Final
Financial
October 2023
Final
Financial
March 2023
Pending
Employment History
Current Registrations
Biondo Investment Advisors LLC
March 2024 - Present · 1 yr 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
March 2021 - February 2024 · 2 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
February 2016 - February 2024 · 8 yrs
State Registrations3 states
NJPATX
Advisor
Exams
No exam information available for this advisor.
Ariel F Kosco - Financial Advisor | TrueAdvisor