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CADARET GRANT & CO INC
SYRACUSE, NY
800-288-8601
SEC #801-42709Total AUM
$7.7B
Employees
692Clients
17,888Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
100 MADISON STREET
SUITE 1300
SYRACUSE
NY 13202
United States
SUITE 1300
SYRACUSE
NY 13202
United States
Operating Hours
9:00 AM - 5:30 PM
Monday - Friday
Monday - Friday
Phone
800-288-8601
Other Offices
250
Financials
Total AUM
$7.7B
Accounts
25,442Discretionary
$7.5B
Accounts
24,900Non-Discretionary
$127M
Accounts
542
Clients
Individual Clients
16,189AUM
$4.2B
HNW Individual Clients
1,418AUM
$3.2B
Pension/Profit Sharing Plan Clients
133AUM
$94M
Charitable Organization Clients
49AUM
$33.5M
Corporation or Business Clients
99AUM
$149.8M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 16 business affiliates.
Claimed Affiliates
Reported as an affiliate by 9 other businesses.