Carosa, Stanton & Depaolo Asset Management, LLC, based out of Mendon, NY, is a distinguished investment advisory firm specializing in managing high-value assets. With a team of three talented professionals, including two dedicated investment advisors, the firm provides top-notch financial services to a diverse clientele. Their impressive average of approximately $4,949,000,000 in assets under management per investment advisor surpasses industry standards, demonstrating their exceptional expertise.
Carosa, Stanton & Depaolo's compensation structure is comprehensive, incorporating various methods such as a percentage of assets unde...
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Assets Under Mgmt
$35.54M
Investment Professionals
2
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
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