|
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|
| Keyboard |
| C & C Financial Services Inc
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|
|---|---|
| CRD # | 106752 |
| SEC # | 801-47062 |
| CIK # | |
| AUM | 66.2 M (2026-03-26) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 516-482-3260 |
| Address | 175 Great Neck Rd Great Neck, NY 11021 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 31 | 26.6 |
| (b) Individuals (high net worth individuals) | 7 | 14.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 4.8 |
| (h) Charitable organizations | 3 | 9.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 11.5 |
| (n) Other | 0 | 0.0 |
| Total | 46 | 66.2 |
| By Discretionary | ||
| Discretionary | 45 | 60.5 |
| Non-Discretionary | 1 | 5.7 |
| Total | 46 | 66.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 66.2 | |
| Total | 46 | 66.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Black Hill Capital Partners LLC
✚
|
CA | 67.7 M |
|
Vanquour LLC
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NY | 67.0 M |
|
Clarion Call Capital LLC
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NY | 66.5 M |
|
Innovative Family Office LLC
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|
SB Investment Partners LLC
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65.4 M | |
|
Long Island Financial LLC
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|
NY | 65.2 M |
|
Watts Capital Partners LLC
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|
65.1 M | |
|
Capital Area Planning Group LLC
✚
|
DC | 64.8 M |
|
Empiric Advisors Inc
✚
|
TX | 64.7 M |
|
Build Asset Management LLC
✚
|
MO | 64.6 M |