CUSHING CAPITAL PARTNERS, LLC - Financial Advisor in Wisconsin, Delafield

Tel: 262-256-0590 417 Genesee Street Delafield, Wisconsin 53018

About CUSHING CAPITAL PARTNERS, LLC

CUSHING CAPITAL PARTNERS, LLC is a Delafield, Wisconsin based financial advisory firm with nearly $208,625,611 in assets under management and provides investment advisory services for 646 clients. There are currently 5 financial advisors at the firm.

General Information

Firm CRD#:

313497

Firm SEC#:

801-120953

Assets Under Management:

$208,625,611

No. of Clients:

646

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

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Top Financial Advisory Firms in Wisconsin, Delafield

FirmCRD#:112181

SEC#:801-79230

No. of Advisors:3

No. of Clients:286

AUM:$190,788,695

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

WARNKE/NICHOLS LTD.

112181

801-79230

286

$190,788,695

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