JC Miano Investment Advisory Service, based out of Utica, NY, is a reputable small investment advisory firm catering to a diverse range of clients. With over 40 individual clients and a remarkable $44,222,000 in assets under management, they have established themselves as a trusted partner in wealth management.
As an experienced player in the investment advisory field, JC Miano Investment Advisory Service boasts extensive expertise in managing employer 401Ks and individual portfolios, accounting for approximately half of their assets under management. With a focus on discretion and personalization, they handle a staggering 99% of...
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Assets Under Mgmt
$44.22M
Investment Professionals
1
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.