258 Genesee St.
Utica, New York 13502-4627
Tel: 315-734-0703
JC MIANO INVESTMENT ADVISORY SERVICE, formally registered with the SEC as JC MIANO INVESTMENT ADVISORY SERVICE. The firm was established in 03/13/2007. They have over 1 offices throughout the country.
JC MIANO INVESTMENT ADVISORY SERVICE is a Utica, New York based Financial Planning firm with nearly $50,078,971 assets under management, offering retirement planning & investment advisory services to 49 clients. The firm is staffed with 1 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 132484 |
| SEC# | 801-67619 |
| Assets Managed by Firm | $50,078,971 |
| No. of Clients | 49 |
| No. of Advisors | 1 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 49 | $50,078,971 |
| Individuals (other than high net worth individuals) | 35 | $15,244,664 |
| High net worth individuals | 14 | $34,834,307 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $2,549,092,782,514 | 92898 | 3167 | |
| $1,661,286,615,154 | 189311 | 1305 | |
| $1,288,497,806,439 | 2184 | 6407 | |
| $869,677,370,186 | 306 | 221 | |
| $535,031,832,553 | 25406 | 492 |
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