CRD: 142685
Caruso AND Company, P.a., Certified Public Accountants
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Vector
- Established Date
- 06-29-1999
- Office Locations
- 1
Office Locations
About Caruso AND Company, P.a., Certified Public Accountants
Caruso and Company, P.A. is a Deerfield Beach, FL CPA firm that also operates as a registered investment advisor, pairing tax and accounting with financial planning and portfolio management for individuals and businesses. The team emphasizes tax strategy, estate and charitable planning, and areas like gifting/trusts and international/non-resident tax. Portfolios are managed largely with ETFs and public funds, custodied at Fidelity/NFS.
Team overview
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Asset Classes
Services
Technology
Owner & Executives
ANTHONY CARMEN CARUSO
Chief Compliance Officer, Investment Advisor, President
- CRD
- #3080773
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $68,360,200 | $430,000 |
| Non-Discretionary | $0 | -- |
| Total | $68,360,200 | $430,000 |
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Separately Managed Accounts
Total SMA Asset: $68,360,200
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $144,583,928 | 19.5% |
| Public Funds | $106,769,670 | 14.4% |
| Cash | $271,372,910 | 36.6% |
| Corporate - Investment Grade | $60,799,395 | 8.2% |
| U.S. Government/Agency | $157,930,136 | 21.3% |
| Total | $741,456,039 | 100.0% |