CARUSO AND COMPANY, P.A., CERTIFIED PUBLIC ACCOUNTANTS

Overview

Caruso And Company, P.A., Certified Public Accountants is an accounting firm that also provides discretionary portfolio management for individuals and small businesses. The firm operates as an individual-owner entity and bills advisory clients on a percentage-of-AUM basis. Its client base spans individual and family investors and some institutional relationships, and the firm does not position itself as an active ESG investor or a multi-state adviser. The advisory activity appears to be an extension of its accounting practice, pairing tax and accounting services with investment management for clients with concentrated wealth profiles.

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Location & Offices