Fusco Financial Services Inc
Fusco Financial Services Inc is an SEC-registered wealth manager in Wilton Manors, FL with $159.3M assets under management (AUM, regulatory AUM), +34% over one year. See who owns Fusco Financial Services Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 106841, SEC 801-120373, data through 2026-01-07.
- AUM (assets under management / regulatory AUM)
- $159.3M (2026-01-07)
- Firm type
- Wealth Manager
- Location
- Wilton Manors, FL
- Employees
- 2
- Clients
- 133
- CRD
- 106841
- Ownership
- FUSCO, JOHANNA, LENORE; FUSCO, KENNETH, MICHAEL; MCMICHAEL, JOHANNA, M.; LOBDELL, JOHANNA, M.
How much AUM does Fusco Financial Services Inc have?
Fusco Financial Services Inc reported $159.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-07).
Who owns Fusco Financial Services Inc?
Disclosed owners and executives of Fusco Financial Services Inc include FUSCO, JOHANNA, LENORE, FUSCO, KENNETH, MICHAEL, MCMICHAEL, JOHANNA, M., LOBDELL, JOHANNA, M.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.