|
⚲
|
| Miano John Christopher
✚
| |
|---|---|
| CRD # | 132484 |
| SEC # | 801-67619 |
| CIK # | |
| AUM | $47.4 MM (2024-02-25) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 315-734-0703 |
| Address | 258 Genesee St Utica, NY 13502-4627 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 41 | 16.7 |
| (b) Individuals (high net worth individuals) | 12 | 30.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 53 | 47.4 |
| By Discretionary | ||
| Discretionary | 52 | 47.1 |
| Non-Discretionary | 1 | 0.3 |
| Total | 53 | 47.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 47.4 | |
| Total | 53 | 47.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Seraphim Capital Management LLC
✚
|
NY | 0.0 |
|
Hyland Bruce Tappan
✚
|
NJ | 0.0 |
|
Nexus338 LLC
✚
|
MD | 0.0 |
|
Wealthunite Advisors LLC
✚
|
NY | 0.0 |
|
Curtis & Bissonette Inc
✚
|
NY | 0.0 |
|
Composer Technologies Inc
✚
|
0.0 | |
|
Argus Equity Partners LLC
✚
|
NY | 0.0 |
|
Steward Inc
✚
|
DC | 0.0 |
|
Evestia LLC
✚
|
UT | 0.0 |
|
Lotus Holdings LLC
✚
|
NY | 0.0 |