CRD: 106752
C & C Financial Services, Inc.
Great Neck, NY, 11021
5164823260
$66.2M Total AUM
$60.5M Disc. AUM
8.7% 3Y CAGR
2 Employees
46 ADV. Clients
31 yrs Firm Age
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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
175 Great Neck RD Suite 405 Great Neck NY
About C & C Financial Services, Inc.
C & C Financial Services, Inc. is a Great Neck-based RIA. The firm has been operating for 31 years. Managing $66.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Hsbc. Services offered include Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$66.2M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
23.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
0 RIA Reps
31yrs Firm Age
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Asset Classes
Vertex
Investment Vehicles
Unison Atlas glacier
Services
Insight Summit quantum
Owner & Executives
R
RICHARD J. BIRNBACH
President
- CRD
- --
- Ownership
- 50% but less than 75%
(380) 322-5502
atlas.timber@radialcapital.com
in linkedin.com/in/peak-zenith
J
JOSEPH MILAZZO
Owner, Secretary, TREASURER
- CRD
- --
- Ownership
- 50% but less than 75%
(204) 422-5641
north.wave@valuecapital.com
in linkedin.com/in/harbor-timber
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $66,236,000
Equity - Exchange:
22.1% Cash:
40.9% Corporate - Non-Investment Grade:
37.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,237,562,617 | 22.1% |
| Cash | $2,290,330,816 | 40.9% |
| Corporate - Non-Investment Grade | $2,071,937,412 | 37.0% |
| Total | $5,599,830,845 | 100.0% |