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Caruso Mclean & Co., Inc.
Utica, New York
5.0
2 Reviews
Caruso Mclean & Co., Inc., based out of Utica, NY, is a local investment advisory firm that caters to over 50 individual clients, overseeing a substantial $196,966,000 in assets under management. With a team of six dedicated employees, all providing investment advisory services, they offer comprehensive financial solutions to meet their clients' diverse needs.
As a registered representative of a broker-dealer, Caruso Mclean & Co., Inc. offers a wide range of services to their clientele. While they manage less than 30% of their assets in 401K and individual accounts, they possess the expertise to handle employer funds as well. Not...see more
Assets Under Mgmt
$196.97M
Investment Professionals
6
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Other Business Activities
- Registered representative of a broker-dealer
Reviews for Caruso Mclean & Co., Inc.
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