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- Custodian
- Charles Schwab & Company ยท Hsbc
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-26-1994
- Office Locations
- 1
Office Locations
About C & C Financial Services, Inc.
C & C Financial Services, Inc. is a Great Neck-based RIA. The firm has been operating for 32 years. Managing $66.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Hsbc.
Reported data analysis
What the numbers show
Between March 25, 2025 and March 26, 2026, reported AUM increased 7.9%, from $61.4M to $66.2M.
Across 5 reported observations, AUM increased 4.0% between March 28, 2022 and March 26, 2026, from $63.7M to $66.2M.
Of the latest reported AUM, 91.4% is discretionary and 8.6% is non-discretionary.
The firm reports 1 advisory representatives and 46 clients, or 46 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 1 reported office location and 32 years in operation. The source data was last updated on March 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Vehicles
- Services
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The full C & C Financial Services, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RICHARD J. BIRNBACH
President
- CRD
- --
- Ownership
- 50% but less than 75%
JOSEPH MILAZZO
Owner, Secretary, TREASURER
- CRD
- --
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,524,000 | $1,344,978 |
| Non-Discretionary | $5,712,000 | $5,712,000 |
| Total | $66,236,000 | $1,439,913 |
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Separately Managed Accounts
SMA allocation detail is available
C & C Financial Services, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.