CADARET GRANT & CO INC

100 Madison Street
Suite 1300
Syracuse, New York 13202
Tel: 800-288-8601

About CADARET GRANT & CO INC

CADARET GRANT & CO INC, formally registered with the SEC as CADARET GRANT & CO INC. The firm was established in 11/23/1992. They have over 288 offices throughout the country.

CADARET GRANT & CO INC is a Syracuse, New York based Financial Planning firm with nearly $6,873,332,863 assets under management, offering retirement planning & investment advisory services to 25405 clients. The firm is staffed with 761 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	10641
SEC#	801-42709
Assets Managed by Firm	$6,873,332,863
No. of Clients	25405
No. of Advisors	761

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	25405	$6,873,332,863
Individuals (other than high net worth individuals)	16910	$4,177,074,222
High net worth individuals	1166	$2,481,682,837
Pension and profit sharing plans	131	$82,318,296
Charitable organizations	65	$29,747,951
Corporations or other businesses	81	$102,509,557

More Retirement Planning firms in Syracuse, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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