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CARUSO AND COMPANY, P.A., CERTIFIED PUBLIC ACCOUNTANTS
CRD 142685 · SEC 801-71277
629 E. HILLSBORO BLVD, DEERFIELD BEACH, FL, 33441, United States
Phone
954-571-2020
Fax
954-571-2005
Registration
— (—)
Source
State registered
Total AUM
$68.4M
Discretionary AUM
$68.4M
Team
4 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-28
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $6.5M |
| High net worth individuals | 86 | $30.5M |
| Pension/profit sharing plans | 10 | $29.9M |
| Charitable organizations | 2 | $1.4M |
| Corporations/business entities | 1 | $112K |
All web addresses on file
Official SEC filing: View on IAPD