CUSHING CAPITAL PARTNERS, LLC
Total AUM
$274.7M
Employees
2Clients
201Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
417 GENESEE STREET
DELAFIELD
WI 53018
United States
DELAFIELD
WI 53018
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
262-256-0590
Financials
Total AUM
$274.7M
Accounts
664Discretionary
$238.7M
Accounts
575Non-Discretionary
$36M
Accounts
89
Clients
Individual Clients
102AUM
$35.1M
HNW Individual Clients
97AUM
$234.8M
Charitable Organization Clients
1AUM
$817K
Corporation or Business Clients
1AUM
$4M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
COFLILMNNETXWI
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.