Caruso Mclean & Co., Inc.
Caruso Mclean & Co., Inc. is an SEC-registered ria in Utica, NY with $281.8M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Caruso Mclean & Co., Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 126084, SEC 801-64498, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $281.8M (2026-03-18)
- Firm type
- Ria
- Location
- Utica, NY
- Employees
- 5
- Clients
- 125
- CRD
- 126084
- Ownership
- MCLEAN, GREGORY, BRUCE; CARUSO, ERNEST, RALPH; CARUSO, STEPHEN, LOUIS
How much AUM does Caruso Mclean & Co., Inc. have?
Caruso Mclean & Co., Inc. reported $281.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Caruso Mclean & Co., Inc.?
Disclosed owners and executives of Caruso Mclean & Co., Inc. include MCLEAN, GREGORY, BRUCE, CARUSO, ERNEST, RALPH, CARUSO, STEPHEN, LOUIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.