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- Custodian
- Fidelity/NFS ยท Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-08-2004
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 37 clients, or 37 clients per representative. That equates to $405.4K in reported AUM per client.
The profile lists 1 reported office location and 21 years in operation. The source data was last updated on April 19, 2022. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
JOSEPH DOMINICK CHUISANO
Owner, Vice President
- CRD
- #4607262
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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Unlock allAssets Under Management
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
SMA allocation detail is available
Chuisano AND Albert, L.l.c. has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.