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Home > Retirement Planners > new york > mendon > CAROSA, STANTON & DEPAOLO ASSET MANAGEMENT, LLC
CAROSA, STANTON & DEPAOLO ASSET MANAGEMENT, LLC
3909 Rush-Mendon Road
Mendon, New York 14506
Tel: (585) 624-3150
About CAROSA, STANTON & DEPAOLO ASSET MANAGEMENT, LLC
CAROSA, STANTON & DEPAOLO ASSET MANAGEMENT, LLC, formally registered with the SEC as CAROSA, STANTON & DEPAOLO ASSET MANAGEMENT, LLC. The firm was established in 11/22/1996. They have over 2 offices throughout the country.
CAROSA, STANTON & DEPAOLO ASSET MANAGEMENT, LLC is a Mendon, New York based Financial Planning firm with nearly $41,514,000 assets under management, offering retirement planning & investment advisory services to 24 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 104588 |
| SEC# | 801-53311 |
| Assets Managed by Firm | $41,514,000 |
| No. of Clients | 24 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 24 | $41,514,000 |
| Individuals (other than high net worth individuals) | 22 | $27,034,000 |
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