PPrivate Fund Data Log in Join · $37/mo

C & C Financial Services, Inc.

● SEC registered since 1994CRD 106752SEC# 801-47062Great Neck, NY
Export (members)
Reg. AUM
$61.4M
Employees
2
Accounts
46
Location
Great Neck, NY

C & C Financial Services, Inc. assets under management

C & C Financial Services, Inc. is an SEC-registered investment adviser based in Great Neck, NY. The firm has been registered since 1994. It reports $61.4 million in regulatory assets under management and employs 2 people.
View on SEC.gov ↗

C & C Financial Services, Inc. owners & executives

5 reported
NameTitleOwnershipSince
Joseph Milazzo ControlSecretary / Treasurer50-75%2003
Richard J. Birnbach ControlPresident50-75%2003
Richard J. Birnbach ControlChief Compliance Officer50-75%2003
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does C & C Financial Services, Inc. manage?

C & C Financial Services, Inc. reports $61.4 million in regulatory assets under management on its Form ADV.

How many employees does C & C Financial Services, Inc. have?

C & C Financial Services, Inc. reports 2 employees.

Where is C & C Financial Services, Inc. located?

C & C Financial Services, Inc. is based in Great Neck, NY and has been SEC-registered since 1994.

Does C & C Financial Services, Inc. disclose fund performance?

C & C Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address175 Great Neck Rd, Suite 405, Great Neck, NY 11021
Phone516-482-3260
Fax516-482-4067
Office hours9a.m.-5p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$56.1M
Non-discretionary$5.3M
Total (RAUM)$61.4M