Cadaret, Grant & Co., Inc. is a large advisory firm based in Syracuse. It manages $3.85 billion of regulatory assets for 14,184 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Arizona, California, and 42 other states.
Cadaret, Grant & Co. provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cadaret, Grant & Co., Inc. is $3.85 billion. The firm's AUM has grown by 693% since the beginning of its operation, and $2.64 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Cadaret, Grant & Co., Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Eugene Henri Elias Jr is individuals with 13,466 clients and $2.85 billion of assets under management. Among the 8 most similar advisory firms, Cadaret, Grant & Co. has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $3.85 billion for 14,184 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Cadaret, Grant & Co. doesn't advise any private funds.
The company employs 1,000 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 240 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Eugene Henri Elias Jr has been acting as President since 1 Oct 2018. Inc. Aws 4 joined the executive team most recently as the Shareholder.
The principal office where Cadaret, Grant & Co., Inc. performs its advisory services is located at 110 West Fayette St, Syracuse, NY 13202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 315-471-2191 or by fax 315-234-0404. The normal business hours are 9:00 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at cadaretgrant.com.