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CUSO FINANCIAL SERVICES, L.P.
Tel: 800-686-4724
10150 Meanley Drive 1st Floor
San Diego, California 92131
CUSO FINANCIAL SERVICES, L.P.
CUSO FINANCIAL SERVICES, L.P. is a San Diego, California based financial advisory firm with nearly $4,664,869,848 in assets under management and provides investment advisory services for 26968 clients. There are currently 833 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
42132
SEC#:
801-60300
No. of Clients:
26968
Assets under Management
$4,664,869,848
No. of Advisors:
833
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