Caruso Family Financial Advisors (cffa) LLC
Caruso Family Financial Advisors (cffa) LLC (CRD# 306593) is a financial advisory firm headquartered in San Jose, CA. They manage $11,695,066 in 82 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Caruso Family Financial Advisors (cffa) LLC
By the Numbers
-
Total Assets Under Management12MILLION
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Total Number of Accounts82ACCOUNTS
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Average Account Value$142,623
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Caruso Family Financial Advisors (cffa) LLC
1
Anthony Caruso (CRD# 6058056) is an Investment Advisor Representative working at Caruso Family Financial Advisors (cffa) LLC in San Jose, CA and has over 11 years of experience in the finance industry.
2
Marialisa Caruso (CRD# 7284574) is an Investment Advisor Representative working at Caruso Family Financial Advisors (cffa) LLC in San Jose, CA and has over 3 years of experience in the finance industry.
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