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Fusco Financial Services Inc

● SEC registered since 2021CRD 106841SEC# 801-120373Wilton Manors, FL
Export (members)
Reg. AUM
$143.4M
Employees
2
Accounts
228
Location
Wilton Manors, FL

Fusco Financial Services Inc assets under management

Fusco Financial Services Inc is an investment advisory firm registered with the SEC based in Wilton Manors, FL. The firm has been registered since 2021. It reports $143.4 million in regulatory assets under management and employs 2 people.

Fusco Financial Services Inc owners & executives

2 reported
NameTitleOwnershipSince
Johanna M. Lobdell ControlOwner/President/Chief Compliance Officer/TreasurerOver 75%2005
Kenneth Michael FuscoVice PresidentUnder 5%1981

Frequently asked questions

How much does Fusco Financial Services Inc manage?

Fusco Financial Services Inc reports $143.4 million in regulatory assets under management on its Form ADV.

How many employees does Fusco Financial Services Inc have?

Fusco Financial Services Inc reports 2 employees.

Where is Fusco Financial Services Inc located?

Fusco Financial Services Inc is based in Wilton Manors, FL and has been SEC-registered since 2021.

Does Fusco Financial Services Inc disclose fund performance?

Fusco Financial Services Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2402 NE 8th Ave., Wilton Manors, FL 33305
Phone954-524-0900
Fax954-537-5212
Office hours9:00 a.m. To 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$143.4M
Total (RAUM)$143.4M