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
Cubic Asset Management, LLC
By the Numbers
-
Total Assets Under Management679MILLION
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Total Number of Accounts305ACCOUNTS
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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
Registered Investment Advisor
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
1
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.
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