J
$54.5M Total AUM
$54.2M Disc. AUM
7.2% 3Y CAGR
1 Employees
51 ADV. Clients
31 yrs Firm Age
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- Custodian
- Morgan Stanley ยท Stifel
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-01-1994
- Office Locations
- 1
Office Locations
258 Genesee St. Utica NY
About JC Miano Investment Advisory Service
JC Miano Investment Advisory Service is a Utica-based RIA. The firm has been operating for 31 years. Managing $54.5M in total assets under management, with 1 advisory representatives. They custody assets with Morgan Stanley and Stifel.
Team overview
-- AVG AGE
$54.5M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
32 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
31yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Vehicles
Available
Owner & Executives
J
JOHN CHRISTOPHER MIANO
Chief Compliance Officer, Owner
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,160,000 | $1,083,200 |
| Non-Discretionary | $359,400 | $359,400 |
| Total | $54,519,400 | $1,069,008 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Cash:
Available U.S. Government/Agency:
Available Other:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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