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Home > Retirement Planners > new york > great neck > C & C FINANCIAL SERVICES, INC.
C & C FINANCIAL SERVICES, INC.
175 Great Neck Rd
Suite 405
Great Neck, New York 11021
Tel: 516-482-3260
About C & C FINANCIAL SERVICES, INC.
C & C FINANCIAL SERVICES, INC, formally registered with the SEC as C & C FINANCIAL SERVICES, INC. The firm was established in 07/26/1994. They have over 1 offices throughout the country.
C & C FINANCIAL SERVICES, INC. is a Great Neck, New York based Financial Planning firm with nearly $55,596,000 assets under management, offering retirement planning & investment advisory services to 47 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106752 |
| SEC# | 801-47062 |
| Assets Managed by Firm | $55,596,000 |
| No. of Clients | 47 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 47 | $55,596,000 |
| Individuals (other than high net worth individuals) | 32 | $22,721,000 |
| High net worth individuals | 7 | $11,970,000 |
| Pension and profit sharing plans | Fewer than 5 clients | $3,238,000 |
| Charitable organizations | Fewer than 5 clients | $7,090,000 |
| Corporations or other businesses | Fewer than 5 clients | $10,577,000 |
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