Cubic Asset Management, LLC

Cubic Asset Management, LLC (CRD# 145169) is a financial advisory firm headquartered in Boston, MA. They manage $679,278,029 in 305 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
800 Boylston Street, Suite 2830, Boston, MA 02199
http://www.cubic-am.com
By the Numbers
  • Total Assets Under Management
    679
    MILLION
  • Total Number of Accounts
    305
    ACCOUNTS
  • Average Account Value
    $2,227,141
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, IL, MA, NH, NY, TX

Financial Advisors at Cubic Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James Kaplan, financial advisor Boston MA
James L. Kaplan
CRD#: 2378537
800 Boylston Street, Suite 2830, Boston, MA 02199

James Kaplan (CRD# 2378537) is an Investment Advisor Representative working at Cubic Asset Management, LLC in Boston, MA and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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