Cubic Advisors, LLC
Cubic Advisors, LLC (CRD# 165008) is a financial advisory firm headquartered in Devon, PA. They manage $47,000,000 in 220 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management47MILLION
Total Number of Accounts220ACCOUNTS
Average Account Value$213,636
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
MD, PA, TX, WI
David Pankiw (CRD# 1476226) is an Investment Advisor Representative working at CUBIC Advisors, LLC in Devon, PA and has over 30 years of experience in the finance industry.
John Slater (CRD# 1522160) is an Investment Advisor Representative working at Cubic Advisors, LLC in Devon, PA and has over 23 years of experience in the finance industry.