Cuso Financial Services
Cuso Financial Services (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
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
Mohammed Ayala (CRD# 3095670) is an Investment Advisor Representative working at Cuso Financial Services in Long Beach, CA and has over 24 years of experience in the finance industry.
Alex Bacay (CRD# 4837485) is an Investment Advisor Representative working at Cuso Financial Services in Chambersburg, PA and has over 19 years of experience in the finance industry.
Colm Bailey (CRD# 5431512) is an Investment Advisor Representative working at Cuso Financial Services in San Diego, CA and has over 16 years of experience in the finance industry.
Kaleb Baker (CRD# 6410591) is an Investment Advisor Representative working at Cuso Financial Services in Fairborn, OH and has over 8 years of experience in the finance industry.
Rafael Balderrabano (CRD# 5411122) is an Investment Advisor Representative working at Cuso Financial Services in Houston, TX and has over 16 years of experience in the finance industry.
Jorin Bale (CRD# 4670013) is an Investment Advisor Representative working at Cuso Financial Services in Boulder, CO and has over 20 years of experience in the finance industry.
Laura Banasiewicz (CRD# 1391387) is an Investment Advisor Representative working at Cuso Financial Services in Winston Salem, NC and has over 34 years of experience in the finance industry.
Ronald Barnette (CRD# 4542577) is an Investment Advisor Representative working at Cuso Financial Services in Hood River, OR and has over 21 years of experience in the finance industry.
Felix Bartolomei (CRD# 2813477) is an Investment Advisor Representative working at Cuso Financial Services in Orlando, FL and has over 27 years of experience in the finance industry.
Robert Bayliff (CRD# 2142875) is an Investment Advisor Representative working at Cuso Financial Services in Los Angeles, CA and has over 32 years of experience in the finance industry.