CARUSO MCLEAN & CO., INC. - Financial Advisor in New York, Utica

Tel: 315-724-5105 130 Lomond Court Utica, New York 13502

About CARUSO MCLEAN & CO., INC.

CARUSO MCLEAN & CO., INC. is a Utica, New York based financial advisory firm with nearly $232,716,590 in assets under management and provides investment advisory services for 196 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

126084

Firm SEC#:

801-64498

Assets Under Management:

$232,716,590

No. of Clients:

196

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Fee Structure:

A percentage of AUM, Fixed fees

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