Fusco Financial Services Inc (Wilton Manors)

Name: Fusco Financial Services Inc
Address: 2402 Ne 8 Th Ave., Wilton Manors, FL, 33305
Telephone: 954-524-0900

Fusco Financial Services Inc is an adviser based in Wilton Manors. It manages $56.88 million of regulatory assets for 244 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Colorado and Florida.

Fusco Financial Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Fusco Financial Services: assets under management

The assets under management (AUM) of Fusco Financial Services Inc is $56.88 million. The firm's AUM has grown by 42% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fusco Financial Services Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Fusco Financial Services Inc

Fusco Financial Services Inc is owned by Johanna M. Mcmichael. Kenneth Michael Fusco has been acting as President since 1 Apr 1981. Johanna Lenore Fusco joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Kenneth Michael Fusco	President	1 Apr 1981	50% - 75%	216040
Johanna Lenore Fusco	Vice president	1 Apr 1981	50% - 75%	58795
Johanna M. Mcmichael	Vice president/treasurer	1 Feb 1991	Other	2539587
Johanna M. Mcmichael	Chief compliance officer	1 Aug 2004	Other	2539587
Johanna M. Mcmichael	Owner/chief compliance officer/vice president/treasurer	1 Aug 2005	75% - 100%	2539587

Based in Wilton Manors

The principal office where Fusco Financial Services Inc performs its advisory services is located at 2402 Ne 8 Th Ave., Wilton Manors, FL 33305, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 954-524-0900 or by fax 954-537-5212. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.fusco-finl.com.