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CARUSO MCLEAN & CO., INC.

Tel: 315-724-5105
130 Lomond Court
Utica, New York  13502

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CARUSO MCLEAN & CO., INC.

CARUSO MCLEAN & CO., INC. is a Utica, New York based financial advisory firm with nearly $232,716,590 in assets under management and provides investment advisory services for 196 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

126084

SEC#:

801-64498

No. of Clients:

196

Assets under Management

$232,716,590

No. of Advisors:

6

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