Overview
Assets Under Management: $233 million
Headquarters: UTICA, NY
High-Net-Worth Clients: 76
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 76
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.30
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 196
Discretionary Accounts: 18
Non-Discretionary Accounts: 178
Regulatory Filings
CRD Number: 126084
Last Filing Date: 2024-03-27 00:00:00
Website: https://carusomclean.com