Investment adviser · CRD 106841
FUSCO FINANCIAL SERVICES INC
Investment adviser filing (IA)
WILTON MANORS, FL, United States · Form ADV filed Jan 7, 2026
- Regulatory AUM
- $159M Form ADV · Item 5.F
- Client accounts
- 134 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 48 | $120,076,880 | 75.4% |
| Individuals | 85 | $32,318,529 | 20.3% |
| Charities | Fewer than 5 | $6,866,848 | 4.3% |
Filing source
Form ADV 2038351 · Jan 7, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 7, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
2402 NE 8TH AVE.WILTON MANORS, FL, 33305, United States
CRD 106841
Filing source
Form ADV 2038351 · Jan 7, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.