$159.3M Total AUM
$157.3M Disc. AUM
10.6% 3Y CAGR
2 Employees
133 ADV. Clients
28 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Vertex
- Established Date
- 10-29-1997
- Office Locations
- 1
Office Locations
2402 NE 8TH Ave. Wilton Manors FL
About Fusco Financial Services INC
Fusco Financial Services is an independent, family-owned advisory serving its community since 1981. The firm supports individuals and families with goals-based financial planning and retirement income strategy, with guidance around risk tolerance, inflation protection, Social Security timing, and estate planning considerations. Custody is held with Fidelity/NFS.
Team overview
-- AVG AGE
$79.6M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
26.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
28yrs Firm Age
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Asset Classes
Unison Horizon Quantum
Custodian
Frontier Delta north Vertex
Investment Themes
Bridge timber Insight Prime Signal harbor
Investment Vehicles
Summit
Platform
Zenith
Services
Alpha Frontier foundation Radial prime Crest pathway Foundation zenith Vital peak Bridge beacon Zenith Quantum eagle Foundation prime
Technology
Zenith
Owner & Executives
JOHANNA M. LOBDELL
Chief Compliance Officer, Owner, President, TREASURER
- CRD
- #2539587
- Ownership
- 75% or more
(504) 570-7959
north.harbor@bridgecapital.com
in linkedin.com/in/vector-legacy
K
KENNETH MICHAEL FUSCO
VICE PRESIDENT
- CRD
- #216040
- Ownership
- Less than 5%
(579) 212-9569
glacier.harbor@fusioncapital.com
in linkedin.com/in/prime-horizon
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $157,296,462 | $1,182,680 |
| Non-Discretionary | $1,965,795 | $1,965,795 |
| Total | $159,262,257 | $1,188,524 |
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Separately Managed Accounts
Total SMA Asset: $159,262,257
Public Funds:
29.9% Equity - Exchange:
41.0% Cash:
29.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,387,361,318 | 29.9% |
| Equity - Exchange | $3,273,639,266 | 41.0% |
| Cash | $2,323,485,430 | 29.1% |
| Total | $7,984,486,014 | 100.0% |