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Building 2CUSO FINANCIAL SERVICES, L.P.

Map pinSAN DIEGO, CA
Phone858-530-4400
NotebookSEC #801-60300
Total AUM
$5.4B
Employees
791
Clients
23,170

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10150 MEANLEY DRIVE
1ST FLOOR
SAN DIEGO
CA 92131
United States
Operating Hours
8:00AM - 4:30PM
Monday - Friday
Phone
858-530-4400
Other Offices
825

ReceiptFinancials

Total AUM
$5.4B
Accounts
29,354
Discretionary
$3.5B
Accounts
18,894
Non-Discretionary
$1.9B
Accounts
10,460

ContactClients

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Individual Clients
22,453
AUM
$4.1B
HNW Individual Clients
655
AUM
$1.2B
Pension/Profit Sharing Plan Clients
10
AUM
$6.1M
Charitable Organization Clients
30
AUM
$8M
Corporation or Business Clients
22
AUM
$7.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Felony ChargeOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 16 business affiliates.
Claimed Affiliates
Reported as an affiliate by 9 other businesses.

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