Giocon, Inc. is a large advisory firm based in Lunenburg. It manages $44.67 million of regulatory assets for 105 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Massachusetts.
Giocon provides portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Giocon, Inc. is $44.67 million. The firm's AUM has gone down by -4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Giocon, Inc. for their services and products based on a percentage of assets under management. 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.
Joseph A. Giovino has been acting as President since 1 Jan 1995. Mary R. Giovino joined the executive team most recently as the Clerk/Secretary.
The principal office where Giocon, Inc. performs its advisory services is located at 545 Goodrich Street, Lunenburg, MA 01462, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 978-582-6122 or by fax 978-582-0401. The normal business hours are 8:00 am - 4:00 pm on Monday - Friday.