National Retirement Planning Experts

National Coverage
Local Professionals

Home > Retirement Planners > new york > utica > JC MIANO INVESTMENT ADVISORY SERVICE

JC MIANO INVESTMENT ADVISORY SERVICE

258 Genesee St.
Utica, New York 13502-4627
Tel: 315-734-0703

Need a Financial Advisor?
Compare Vetted Advisors

About JC MIANO INVESTMENT ADVISORY SERVICE

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.

Firm Information

SEC Current StatusApproved
Firm CRD#132484
SEC#801-67619
Assets Managed by Firm$50,078,971
No. of Clients49
No. of Advisors1

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total49$50,078,971
Individuals (other than high net worth individuals)35$15,244,664
High net worth individuals14$34,834,307

More Retirement Planning firms in Utica, New York:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC.
383 Madison Avenue
New York, NY, 10179-0001
$2,549,092,782,514928983167
GOLDMAN SACHS ASSET MANAGEMENT, L.P.
200 West Street
New York, NY, 10282
$1,661,286,615,1541893111305
MORGAN STANLEY
2000 Westchester Avenue
Purchase, NY, 10577-2530
$1,402,425,838,334240578329300
BLACKROCK FINANCIAL MANAGEMENT, INC
50 Hudson Yards
New York, NY, 10001
$1,288,497,806,43921846407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
One Bryant Park
New York, NY, 10036
$1,271,593,679,276291157834934

Explore More Retirement Advisors in Utica, New York