CUSO FINANCIAL SERVICES, L.P. - Financial Advisor in California, San Diego

Tel: 800-686-4724 10150 Meanley Drive 1st Floor San Diego, California 92131

About CUSO FINANCIAL SERVICES, L.P.

CUSO FINANCIAL SERVICES, L.P. is a San Diego, California based financial advisory firm with nearly $4,664,869,848 in assets under management and provides investment advisory services for 26968 clients. There are currently 833 financial advisors at the firm.

General Information

Firm CRD#:

42132

Firm SEC#:

801-60300

Assets Under Management:

$4,664,869,848

No. of Clients:

26968

No. of Advisors:

833

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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