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).

By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    220
    ACCOUNTS
  • Average Account Value
    $213,636
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MD, PA, TX, WI

Financial Advisors at Cubic Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
David P. Pankiw
CRD#: 1476226
28 South Waterloo Road, Suite 202, Devon, PA 19333
100
Wealthminder
score

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.

2
John G. Slater
CRD#: 1522160
28 South Waterloo Road, Suite 202, Devon, PA 19333
93
Wealthminder
score

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.

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