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
Rochelle Dungca-Schreiber (CRD# 2352077) is an Investment Advisor Representative working at Cuso Financial Services in San Diego, CA and has over 27 years of experience in the finance industry.
Daniel Duran (CRD# 2364891) is an Investment Advisor Representative working at Cuso Financial Services in San Francisco, CA and has over 24 years of experience in the finance industry.
David Earls (CRD# 2576800) is an Investment Advisor Representative working at Cuso Financial Services in Lunenburg, MA and has over 29 years of experience in the finance industry.
James Eiker (CRD# 6366353) is an Investment Advisor Representative working at Cuso Financial Services in Orlando, FL and has over 8 years of experience in the finance industry.
Erdal Elmas (CRD# 2880336) is an Investment Advisor Representative working at Cuso Financial Services in Lanham, MD and has over 26 years of experience in the finance industry.
David Elmer (CRD# 5070767) is an Investment Advisor Representative working at Cuso Financial Services in North Bend, OR and has over 17 years of experience in the finance industry.
Robert Elwell (CRD# 6928290) is an Investment Advisor Representative working at Cuso Financial Services in Limerick, PA and has over 6 years of experience in the finance industry.
Michelle Emerick (CRD# 5904947) is an Investment Advisor Representative working at Cuso Financial Services in Boulder, CO and has over 12 years of experience in the finance industry.
Craig Fein (CRD# 4744027) is an Investment Advisor Representative working at Cuso Financial Services in Huntington Beach, CA and has over 20 years of experience in the finance industry.
Adam Fernance (CRD# 6326474) is an Investment Advisor Representative working at Cuso Financial Services in San Diego, CA and has over 10 years of experience in the finance industry.