Fusco Financial Services Inc

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Assets, Funds, Holdings

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Fusco Financial Services Inc
CRD #106841
SEC #801-120373
CIK #
AUM $143.4 M (2025-03-05)
Employees 2 (100% Investors, 50% Brokers)
Phone954-524-0900
Address2402 NE 8th Ave
Wilton Manors, FL 33305
Source [IAPD] [Website]
Total AUM ($M)
15012090603002000200820172026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 47 26.5
(b) Individuals (high net worth individuals) 42 116.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 228 143.4
By Discretionary
Discretionary 0 0.0
Non-Discretionary 228 143.4
Total 228 143.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 143.4
Total 228 143.4
Comparable Firms State AUM ($B)
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CA 0.1
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MN 0.1
BLOM & Howell Financial Planning Inc
CA 0.1
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TX 0.1
FPF FA LLC
NC 0.1
Crow Financial Advisors Ltd Co
NM 0.1
ZEIT Capital LLC
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Wilkinson Wealth Management LLC
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Great Lakes Wealth LLC
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