Falco Financial Services, Inc. is an adviser based in Scottsbluff. It manages $48.9 million of regulatory assets for 380 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Arizona, Colorado, Nebraska, and South Dakota.
Falco Financial Services provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars and workshops. It prepares financial plans for less than 10 clients. On top of advisory services, the firm also engages as variable annuities.
The assets under management (AUM) of Falco Financial Services, Inc. is $48.9 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 53% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Falco Financial Services, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Patrick Stephenson Jolliffe has been acting as President since 1 Jan 2003. Kenda S. Knudsen joined the executive team most recently as the Shareholder.
The principal office where Falco Financial Services, Inc. performs its advisory services is located at 1110 Circle Drive, Scottsbluff, NE 69361, which is also the mailing address of the firm. An additional office of the firm is in Grand Island, NE. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 308-632-4146 or by fax 308-632-6140. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.falco-financial.com.