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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-31-2004
- Office Locations
- 1
Office Locations
About Caruso Mclean & Co., Inc.
Caruso McLean & Co. provides customized investment, asset and wealth management for individuals preparing for retirement and for corporate pension plans. The team builds portfolios around clients’ goals and risk tolerance, with ongoing monitoring and cash-reserve management, and also offers insurance solutions for family, business, and estate needs. Public filings indicate Pershing as a primary custodian, supporting retail and institutional relationships.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GREGORY BRUCE MCLEAN
Chief Executive Officer, Chief Financial Officer, President
- CRD
- #722787
- Ownership
- 75% or more
STEPHEN LOUIS CARUSO
Chief Compliance Officer
- CRD
- #2729658
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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KEVIN W CONWAY
Senior Advisor
- CRD
- #6083918
DAVID B HAMLIN
Certified Financial PlannerTM
- CRD
- #6390497
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,306,199 | $1,858,850 |
| Non-Discretionary | $259,460,148 | $1,526,236 |
| Total | $281,766,347 | $1,548,167 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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