|
⚲
|
| CUSO Financial Services LP
✚
|
|
|---|---|
| CRD # | 42132 |
| SEC # | 801-60300 |
| CIK # | |
| AUM | $4.1 BB (2023-03-31) |
| Employees | 656 (71% Investors, 100% Brokers) |
| Phone | 858-530-4400 |
| Address | 10150 Meanley Drive, 1st Floor San Diego, CA 92131 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 17,855 | 3.3 |
| (b) Individuals (high net worth individuals) | 615 | 1.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.0 |
| (h) Charitable organizations | 7 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 19 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 24,999 | 4.4 |
| By Discretionary | ||
| Discretionary | 3,546 | 1.2 |
| Non-Discretionary | 21,453 | 3.2 |
| Total | 24,999 | 4.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.4 | |
| Total | 24,999 | 4.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Nordwand Advisors LLC
✚
|
PA | 4.1 |
|
Finaccess Advisors LLC
✚
|
FL | 4.1 |
|
Miracle Mile Advisors LLC
✚
|
CA | 4.1 |
|
Slavic Mutual Funds Management Corp
✚
|
FL | 4.1 |
|
RNC Capital Management LLC
✚
|
CA | 4.1 |
|
Moran Wealth Management LLC
✚
|
FL | 4.1 |
|
Cassaday & Co Wealth Management LLC
✚
|
VA | 4.0 |
|
Gradient Investments LLC
✚
|
MN | 4.0 |
|
Bordeaux Wealth Advisors LLC
✚
|
CA | 4.0 |
|
Alphapoint Inc
✚
|
CA | 4.0 |