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CARUSO FAMILY FINANCIAL ADVISORS (CFFA) LLC
CRD 306593
4990 SPEAK LANE, SUITE 280, SAN JOSE, CA, 95118, United States
Phone
408-440-2206
Fax
408-440-4391
Registration
— (—)
Source
State registered
Total AUM
$24.5M
Discretionary AUM
$24.5M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-17
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $2.5M |
| High net worth individuals | 18 | $22.1M |
All web addresses on file
Official SEC filing: View on IAPD