Cubic Asset Management, LLC
Cubic Asset Management, LLC (CRD# 145169) is a financial advisory firm headquartered in Boston, MA. They manage $555,400,000 in 382 accounts and serve the financial needs of clients across 8 states (or territories).
Total Assets Under Management555MILLION
Total Number of Accounts382ACCOUNTS
Average Account Value$1,453,927
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, IL, MA, NH, NY, OK, TX
James Kaplan (CRD# 2378537) is an Investment Advisor Representative working at Cubic Asset Management, LLC in Boston, MA and has over 24 years of experience in the finance industry.