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| Keyboard |
| Fusco Financial Services Inc
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|---|---|
| CRD # | 106841 |
| SEC # | 801-120373 |
| CIK # | |
| AUM | 159.3 M (2026-01-07) |
| Employees | 2 (100% Investors, 50% Brokers) |
| Phone | 954-524-0900 |
| Address | 2402 NE 8th Ave Wilton Manors, FL 33305 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 85 | 32.3 |
| (b) Individuals (high net worth individuals) | 48 | 120.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 6.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 134 | 159.3 |
| By Discretionary | ||
| Discretionary | 133 | 157.3 |
| Non-Discretionary | 1 | 2.0 |
| Total | 134 | 159.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 159.3 | |
| Total | 134 | 159.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Capital Financial LLC
✚
|
MD | 159.4 M |
|
CornerStone Alternatives LLC
✚
|
159.4 M | |
|
Adare Asset Management LLC
✚
|
PA | 159.3 M |
|
USA Financial & Tax Services LLC
✚
|
CT | 159.3 M |
|
Strada Financial Group LLC
✚
|
OR | 159.2 M |
|
Murray Investment Management LLC
✚
|
TX | 159.1 M |
|
Modern Dollar Planning LLC
✚
|
MO | 159.1 M |
|
HDA Wealth Management LLC
✚
|
OH | 159.1 M |
|
SKA Financial Services Inc
✚
|
OH | 159.1 M |
|
Retirement Income Strategies LLC
✚
|
WI | 159.0 M |