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Caruso Family Financial Advisors (cffa) LLC

Headquartered in SAN JOSE, CA

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Firm Information

Caruso Family Financial Advisors (cffa) LLC is an investment advisory firm with 2 investment adviser representatives. They manage approximately $11,695,066 in discretionary assets for 82 clients. Their services include portfolio management for individuals and pension consulting. Their client base includes high-net-worth individuals and individuals other than high-net-worth.

Caruso Family Financial Advisors (cffa) LLC

$11.70M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (2)

CARUSO FAMILY FINANCIAL ADVISORS (CFFA) LLC has a total of 2 branch locations across the country.
location

San Jose, CA

location

SAN JOSE, CA

Advisors at Caruso Family Financial Advisors (cffa) LLC

View All 2 Advisors
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Anthony Caruso

RA

San Jose, CA

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Marialisa Caruso

RA

SAN JOSE, CA

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Disclosures

There are no public disclosures for Caruso Family Financial Advisors (cffa) LLC.

Frequently Asked Questions (10)

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