Cuso Financial Services, LP
Cuso Financial Services, LP (CRD# 42132) is a financial advisory firm headquartered in San Diego, CA. They manage $4,664,869,848 in 26,968 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management4,665MILLION
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Total Number of Accounts26,968ACCOUNTS
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Average Account Value$172,978
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Michael Alexander (CRD# 1956648) is an Investment Advisor Representative working at Cuso Financial Services, LP in The Woodlands, TX and has over 29 years of experience in the finance industry.
Anthony Allbright (CRD# 2376474) is an Investment Advisor Representative working at Cuso Financial Services, LP in Albuquerque, NM and has over 30 years of experience in the finance industry.
Diane Allen (CRD# 1271315) is an Investment Advisor Representative working at Cuso Financial Services, LP in San Diego, CA and has over 40 years of experience in the finance industry.
Jonathon Allen (CRD# 2329509) is an Investment Advisor Representative working at Cuso Financial Services, LP in Anaheim, CA and has over 31 years of experience in the finance industry.
John Alvarez (CRD# 6737014) is an Investment Advisor Representative working at Cuso Financial Services, LP in Matthews, NC and has over 7 years of experience in the finance industry.
Cameron Anderson (CRD# 6764444) is an Investment Advisor Representative working at Cuso Financial Services, LP in Fountain, CO and has over 7 years of experience in the finance industry.
James Armer (CRD# 5546609) is an Investment Advisor Representative working at Cuso Financial Services, LP in Albuquerque, NM and has over 15 years of experience in the finance industry.
Justy Armijo (CRD# 2551789) is an Investment Advisor Representative working at Cuso Financial Services, LP in Albuquerque, NM and has over 29 years of experience in the finance industry.
Hormoz Aslani (CRD# 3235306) is an Investment Advisor Representative working at Cuso Financial Services, LP in Lakewood, CA and has over 24 years of experience in the finance industry.
Aman Awan (CRD# 4408876) is an Investment Advisor Representative working at Cuso Financial Services, LP in Canton, MI and has over 23 years of experience in the finance industry.