|
⚲
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| CFS Cubic Financial Services Inc
✚
| |
|---|---|
| CRD # | 126238 |
| SEC # | 801-121847 |
| CIK # | |
| AUM | $145.8 MM (2024-03-26) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 770-495-1500 |
| Address | 1230 Tal Lewis Road White Plains, GA 30678 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 3.2 |
| (b) Individuals (high net worth individuals) | 33 | 142.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 162 | 145.8 |
| By Discretionary | ||
| Discretionary | 162 | 145.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 162 | 145.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.0 | |
| United States Persons | 140.8 | |
| Total | 162 | 145.8 |
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|---|---|---|
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MD | 0.1 |
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AZ | 0.1 |
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TX | 0.1 |
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NY | 0.1 |
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ZOCK Robert A & Co Inc
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NH | 0.1 |
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NE | 0.1 |
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Wall Street Investment Management LLC
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VA | 0.1 |
|
Dorman Financial Management PA
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FL | 0.1 |
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Blueprint Wealth Management Inc
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MD | 0.1 |