Fusco Financial Services Inc
● SEC registered since 2021CRD 106841SEC# 801-120373Wilton Manors, FL
Reg. AUM
$159.3M
Employees
2
Accounts
134
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 $159.3 million in regulatory assets under management and employs 2 people.
Fusco Financial Services Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Johanna M. Lobdell Control | Owner/President/Chief Compliance Officer/Treasurer | Over 75% | 2005 |
| Kenneth Michael Fusco | Vice President | Under 5% | 1981 |
Frequently asked questions
How much does Fusco Financial Services Inc manage?
Fusco Financial Services Inc reports $159.3 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
| Address | 2402 NE 8th Ave., Wilton Manors, FL 33305 |
| Phone | 954-524-0900 |
| Fax | 954-537-5212 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$159.3M▲ 11%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$159.3Mregulatory AUM
Discretionary $157.3MNon-discretionary $2M