C & C Financial Services, Inc.
● SEC registered since 1994CRD 106752SEC# 801-47062Great Neck, NY
Reg. AUM
$66.2M
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 $66.2 million in regulatory assets under management and employs 2 people.
C & C Financial Services, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Milazzo Control | Secretary / Treasurer | 50-75% | 2003 |
| Richard J. Birnbach Control | Chief Compliance Officer | 50-75% | 2003 |
| Richard J. Birnbach Control | President | 50-75% | 2003 |
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Join to unlock · $37/moFrequently asked questions
How much does C & C Financial Services, Inc. manage?
C & C Financial Services, Inc. reports $66.2 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
| Address | 175 Great Neck Rd, Suite 405, Great Neck, NY 11021 |
| Phone | 516-482-3260 |
| Fax | 516-482-4067 |
| Office hours | 9a.m.-5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$66.2M▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$66.2Mregulatory AUM
Discretionary $60.5MNon-discretionary $5.7M