MIANO, JOHN CHRISTOPHER
DBA: JC MIANO INVESTMENT ADVISORY SERVICE
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $54.5M |
| Discretionary | $54.2M99% of AUM |
| Non-Discretionary | $359K |
| Client Accounts | 51 |
| Avg Account Size | $1.1M |
| Employees | 1 |
| Peak AUM | $56.7MMar 2018 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $55M | +8.9% | +7.0% | +3.7% | |
| Discretionary AUM | $54M | ||||
Key Metrics
| Total AUM | $54.5M |
| Discretionary | $54.2M |
| Employees | 1 |
| Client Accounts | 51 |
Contact & Location
Address
258 GENESEE ST.
UTICA NY 13502-4627
Phone
315-734-0703
Filing History
23 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$54M
99.3% of AUM
Non-Discretionary
$359,400
0.7% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported