| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexis V Schumann Control | Chief Compliance Officer | Under 5% | 2024 |
| Aws 4, Inc. Control | Shareholder | Over 75% | 2018 |
| Christopher Fredric Herrel | Head Of Supervision | Under 5% | 2023 |
Cadaret, Grant & Co., Inc. reports $7.7 billion in regulatory assets under management on its Form ADV.
Cadaret, Grant & Co., Inc. reports 692 employees.
Cadaret, Grant & Co., Inc. is based in Syracuse, NY.
Cadaret, Grant & Co., Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 100 Madison Street, Suite 1300, Syracuse, NY 13202 |
| Office hours | 9:00 a.m. - 5:30 p.m. |
| Discloses disciplinary history | Yes |
| Discretionary | $7.54B |
| Non-discretionary | $127M |
| Total (RAUM) | $7.67B |