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Building 2JC MIANO INVESTMENT ADVISORY SERVICE

Map pinUTICA, NY
Phone315-734-0703
NotebookSEC #801-67619
Total AUM
$54.5M
Employees
1
Clients
51

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
258 GENESEE ST.
UTICA
NY 13502-4627
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
315-734-0703

ReceiptFinancials

Total AUM
$54.5M
Accounts
51
Discretionary
$54.2M
Accounts
50
Non-Discretionary
$359.4K
Accounts
1

ContactClients

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Individual Clients
31
AUM
$15.2M
HNW Individual Clients
20
AUM
$39.3M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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