|
⚲
|
| C & C Financial Services Inc
✚
|
|
|---|---|
| CRD # | 106752 |
| SEC # | 801-47062 |
| CIK # | |
| AUM | $52.0 MM (2023-03-29) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 516-482-3260 |
| Address | 175 Great Neck Rd Great Neck, NY 11021 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 32 | 24.7 |
| (b) Individuals (high net worth individuals) | 7 | 9.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.3 |
| (h) Charitable organizations | 0 | 6.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 9.9 |
| (n) Other | 0 | 0.0 |
| Total | 47 | 52.0 |
| By Discretionary | ||
| Discretionary | 46 | 47.0 |
| Non-Discretionary | 1 | 5.0 |
| Total | 47 | 52.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 52.0 | |
| Total | 47 | 52.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Financial Planning Associates LLC
✚
|
NY | 0.1 |
|
North Woods Asset Management LLC
✚
|
NY | 0.1 |
|
Defelice Capital Management LLC
✚
|
TN | 0.1 |
|
BPBI LLC
✚
|
NY | 0.1 |
|
Merlin Capital Inc
✚
|
RI | 0.1 |
|
Genesis Asset Management Group Inc
✚
|
NY | 0.1 |
|
Clarity Financial Advisors LLC
✚
|
FL | 0.1 |
|
MACE Capital Management LLC
✚
|
NY | 0.1 |
|
Sensus Investment Management Group LLC
✚
|
NJ | 0.1 |
|
Hegarty Advisors LLC
✚
|
NY | 0.1 |