Carosa, Stanton & Mulhern Asset Management, LLC (Mendon)

Name: Carosa, Stanton & Mulhern Asset Management, LLC
Address: 3909 Rush Mendon Road, Mendon, NY, 14506
Telephone: (585) 624-3150

Carosa, Stanton & Mulhern Asset Management, LLC is a large advisory firm based in Mendon. It manages $27.54 million of regulatory assets for 29 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of New York.

Carosa, Stanton & Mulhern Asset Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Carosa, Stanton & Mulhern Asset Management: assets under management

The assets under management (AUM) of Carosa, Stanton & Mulhern Asset Management, LLC is $27.54 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $17.92 million in discretionary accounts and $9.62 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $639.94 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $9.62 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Carosa, Stanton & Mulhern Asset Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Mendon

The principal office where Carosa, Stanton & Mulhern Asset Management, LLC performs its advisory services is located at 3909 Rush Mendon Road, Mendon, NY 14506, which is also the mailing address of the firm. An additional office of the firm is in Honeoye Falls, NY. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number (585) 624-3150 or by fax (585) 624-3650. The normal business hours are 9:00am - 5:00am on Monday - Friday. You can find more information about the New York firm at www.carosastantonanddepaolo.com.

Carosa, Stanton & Mulhern Asset Management, LLC (Mendon)

Carosa, Stanton & Mulhern Asset Management: assets under management

Fees & Commissions

Based in Mendon

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