C
CRD: 123358
Chuisano AND Albert, L.l.c.
OLD Bridge, NJ, 08857
7323600355
$15.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
37 ADV. Clients
21 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-08-2004
- Office Locations
- 1
Office Locations
2 Willow Drive OLD Bridge NJ
About Chuisano AND Albert, L.l.c.
Chuisano AND Albert, L.l.c. is a OLD Bridge-based RIA. The firm has been operating for 21 years. Managing $15.0M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS and Vanguard. Services offered include Financial Planning, Insurance.
Team overview
-- AVG AGE
$15.0M AVG AUM / ADVISOR
$405.4K AVG AUM / CLIENT
13.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Investment Themes
Vital alpha
Investment Vehicles
Vital
Services
Beacon Atlas
Owner & Executives
J
JOSEPH DOMINICK CHUISANO
Owner, Vice President
- CRD
- #4607262
- Ownership
- 75% or more
(227) 674-4314
glacier.optima@primecapital.com
in linkedin.com/in/horizon-radial
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $15,000,000 | -- |
| Total | $15,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,000,000
Equity - Exchange:
50.3% Cash:
49.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,078,258,103 | 50.3% |
| Cash | $2,053,467,747 | 49.7% |
| Total | $4,131,725,850 | 100.0% |