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Building 2CARUSO MCLEAN & CO., INC.

Map pinUTICA, NY
Phone315-724-5105
NotebookSEC #801-64498
Total AUM
$281.8M
Employees
5
Clients
125

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
130 LOMOND COURT
UTICA
NY 13502
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
315-724-5105

ReceiptFinancials

Total AUM
$281.8M
Accounts
182
Discretionary
$22.3M
Accounts
12
Non-Discretionary
$259.5M
Accounts
170

ContactClients

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Individual Clients
23
AUM
$3.9M
HNW Individual Clients
76
AUM
$142.4M
Pension/Profit Sharing Plan Clients
18
AUM
$58.5M
Charitable Organization Clients
3
AUM
$34.7M
Corporation or Business Clients
5
AUM
$42.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges 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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