CAROSA, STANTON & DEPAOLO ASSET MANAGEMENT, LLC - Financial Advisor in New York, Mendon

Tel: (585) 624-3150 3909 Rush-Mendon Road Mendon, New York 14506

About CAROSA, STANTON & DEPAOLO ASSET MANAGEMENT, LLC

CAROSA, STANTON & DEPAOLO ASSET MANAGEMENT, LLC is a Mendon, New York based financial advisory firm with nearly $41,514,000 in assets under management and provides investment advisory services for 24 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

104588

Firm SEC#:

801-53311

Assets Under Management:

$41,514,000

No. of Clients:

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Fee Structure:

A percentage of AUM

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