CHUISANO AND ALBERT, L.L.C.

Overview

Chuisano And Albert, L.L.C. is a small, independent registered investment advisor that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates as a limited liability company owned by an individual and uses a mix of fee arrangements (percentage of AUM, hourly and fixed fees), which indicates flexibility to serve smaller, hands-on relationships as well as ongoing advisory mandates. Investment activity is concentrated in publicly traded equities and exchange-traded products. The firm does not identify as an active ESG investor, and it is not positioned as a pension consultant or multi-state adviser. Its advisory scope is straightforward: ongoing financial planning and tailored portfolio management rather than institutional or large-family office services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices