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Building 2CUSHING CAPITAL PARTNERS, LLC

Map pinDELAFIELD, WI
Phone262-256-0590
NotebookSEC #801-120953
Total AUM
$274.7M
Employees
2
Clients
201

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
417 GENESEE STREET
DELAFIELD
WI 53018
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
262-256-0590

ReceiptFinancials

Total AUM
$274.7M
Accounts
664
Discretionary
$238.7M
Accounts
575
Non-Discretionary
$36M
Accounts
89

ContactClients

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Individual Clients
102
AUM
$35.1M
HNW Individual Clients
97
AUM
$234.8M
Charitable Organization Clients
1
AUM
$817K
Corporation or Business Clients
1
AUM
$4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLILMNNETXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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