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Jc Miano Investment Advisory Service
Utica, New York
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...see more
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
Reviews for Jc Miano Investment Advisory Service
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