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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| CUSO Financial Services LP
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|---|---|
| CRD # | 42132 |
| SEC # | 801-60300 |
| CIK # | 0001926446 |
| AUM | $5.4 B (2025-05-27) |
| Employees | 791 (66% Investors, 79% Brokers) |
| Phone | 858-530-4400 |
| Address | 10150 Meanley Drive San Diego, CA 92131 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.2 | ||
| Nvidia Corp | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Alphabet Inc | 0.0 | ||
| SPDR Gold Trust | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22,453 | 4.1 |
| (b) Individuals (high net worth individuals) | 655 | 1.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 0.0 |
| (h) Charitable organizations | 30 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 22 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 29,354 | 5.4 |
| By Discretionary | ||
| Discretionary | 18,894 | 3.5 |
| Non-Discretionary | 10,460 | 1.9 |
| Total | 29,354 | 5.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.4 | |
| Total | 29,354 | 5.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001926446] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pentegra Investors Inc
✚
|
NY | 5.5 |
|
Confluence Wealth Services Inc
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|
PA | 5.5 |
|
WCG Wealth Advisors LLC
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|
NV | 5.4 |
|
First Foundation Advisors
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|
CA | 5.4 |
|
Truepoint Inc
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|
OH | 5.4 |
|
PGIM Custom Harvest LLC
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NJ | 5.4 |
|
Horizon Investments LLC
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|
NC | 5.4 |
|
Janney Capital Management LLC
✚
|
PA | 5.3 |
|
Exencial Wealth Advisors LLC
✚
|
OK | 5.3 |
|
Snyder Capital Management LP
✚
|
CA | 5.3 |