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C & C FINANCIAL SERVICES, INC.
CRD 106752 · SEC 801-47062
175 GREAT NECK RD, SUITE 405, GREAT NECK, NY, 11021, United States
Phone
516-482-3260
Fax
516-482-4067
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$66.2M
Discretionary AUM
$60.5M
Team
2 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 31 | $26.6M |
| High net worth individuals | 7 | $14.2M |
| Pension/profit sharing plans | 1 | $4.8M |
| Charitable organizations | 3 | $9.1M |
| Corporations/business entities | 4 | $11.5M |
States served
NY
Official SEC filing: View on IAPD