⚲
|
Miano John Christopher
✚
|
|
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CRD # | 132484 |
SEC # | 801-67619 |
CIK # | |
AUM | $44.2 MM (2023-02-22) |
Employees | 1 (100% Investors, 0% Brokers) |
Phone | 315-734-0703 |
Address | 258 Genesee St Utica, NY 13502-4627 |
Source | [IAPD] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 43 | 16.6 |
(b) Individuals (high net worth individuals) | 10 | 27.7 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 53 | 44.2 |
By Discretionary | ||
Discretionary | 52 | 43.9 |
Non-Discretionary | 1 | 0.3 |
Total | 53 | 44.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 44.2 | |
Total | 53 | 44.2 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Chlastawa Allan Frank
✚
|
NY | 0.0 |
Return Advisors Inc
✚
|
NY | 0.0 |
Shope Financial Planning Inc
✚
|
NY | 0.0 |
Minerva Wealth Advisory LLC
✚
|
NY | 0.0 |
IQvestment LLC
✚
|
MA | 0.0 |
Curtis & Bissonette Inc
✚
|
NY | 0.0 |
GPS Financial LLC
✚
|
NY | 0.0 |
Allos Investment Advisors LLC
✚
|
KS | 0.0 |
Sound & Secure Advisors LLC
✚
|
NY | 0.0 |
Trio Advisors Inc
✚
|
NY | 0.0 |