CARUSO MCLEAN & CO., INC.
SEC Form ADV profile.
Total regulatory AUM
$281,766,347
Discretionary
$22,306,199
Non-discretionary
$259,460,148
Firm details
- CRD number
- 126084
- SEC file number
- 801-64498
- Main office
- UTICA, NY, United States
- Employees
- 5
- SEC status
- Approved
- Website
- HTTP://WWW.CARUSOMCLEAN.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.