Jc Miano Investment Advisory Service
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Overview
Jc Miano Investment Advisory Service operates as a financial advisory company based in Utica, New York. Jc Miano Investment Advisory Service oversees $44.2 million in total assets over 53 client accounts. It has a small group, including 1 financial advisor. Jc Miano Investment Advisory Service does not act as a registered broker-dealer, meaning it cannot buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer company to do so. Securities are defined as exchangable fiscal investments such as equities, options and bonds.
Jc Miano Investment Advisory Service administers more than half of the company's client assets on a discretionary basis. Discretionary management means that buy and sell choices are made by a portfolio manager without requiring the customer's approval. The firm also oversees one non-discretionary accounts totaling $332,000 in AUM. The investment advisory firm's average account size is $834,377. An average advisor at Jc Miano Investment Advisory Service manages about 53 client accounts, making it about average in terms of personalization.
Jc Miano Investment Advisory Service's main office is located at 258 Genesee St., Utica, New York 13502-4627. The firm is legally allowed to provide services to customers in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Jc Miano Investment Advisory Service by the Numbers
$44.2 million
1
53
$834.4 thousand
Fee Structure
Financial advisory fees typically vary depending on the services offered. Fees charged by Jc Miano Investment Advisory Service typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It caters to retail investors and high net worth investors. Out of its 53 clients, Jc Miano Investment Advisory Service's largest client by number of accounts is retail investors, although it also manages money for 10 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 under management or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 18.87%
- Other Individuals - 81.13%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Jc Miano Investment Advisory Service does not have any disclosures.
Please visit its Form ADV for more details.
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