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Caruso And Company, P.A. (Deerfield Beach)


Caruso And Company, P.A. is a mid-sized advisory firm based in Deerfield Beach. It manages $43 million of regulatory assets for 100 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Delaware and Florida.

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Caruso And Company, P.A provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Caruso And Company, P.A: assets under management

The assets under management (AUM) of Caruso And Company, P.A. is $43 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 46% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $43 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $430 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Caruso And Company, P.A. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Deerfield Beach

The principal office where Caruso And Company, P.A. performs its advisory services is located at 629 E. Hillsboro Blvd, Deerfield Beach, FL 33441, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 954-571-2020 or by fax 954-571-2005. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.carusoandcompany.com.


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