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Building 2CAROSA, STANTON & DEPAOLO ASSET MANAGEMENT, LLC

Map pinMENDON, NY
Phone(585) 624-3150
NotebookSEC #801-53311
Total AUM
$50.7M
Employees
3
Clients
27

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3909 RUSH-MENDON ROAD
MENDON
NY 14506
United States
Operating Hours
9:00AM - 5:00AM
Monday - Friday
Phone
(585) 624-3150
Other Offices
1

ReceiptFinancials

Total AUM
$50.7M
Accounts
27
Discretionary
$50.7M
Accounts
27
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
25
AUM
$32.2M
Investment Company Clients
2
AUM
$18.5M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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