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Home > Retirement Planners > california > san diego > CUSO FINANCIAL SERVICES, L.P.
CUSO FINANCIAL SERVICES, L.P.
10150 Meanley Drive, 1st Floor
San Diego, California 92131
Tel: 858-530-4400
About CUSO FINANCIAL SERVICES, L.P.
CUSO FINANCIAL SERVICES, LP, formally registered with the SEC as CUSO FINANCIAL SERVICES, LP. The firm was established in 05/31/2001. They have over 978 offices throughout the country.
CUSO FINANCIAL SERVICES, L.P. is a San Diego, California based Financial Planning firm with nearly $4,082,797,608 assets under management, offering retirement planning & investment advisory services to 25992 clients. The firm is staffed with 803 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 42132 |
| SEC# | 801-60300 |
| Assets Managed by Firm | $4,082,797,608 |
| No. of Clients | 25992 |
| No. of Advisors | 803 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 25992 | $4,082,797,608 |
| Individuals (other than high net worth individuals) | 20400 | $3,374,191,952 |
| High net worth individuals | 395 | $696,826,575 |
| Pension and profit sharing plans | 4 | $1,539,173 |
| Charitable organizations | 13 | $4,867,767 |
| Corporations or other businesses | 18 | $5,372,141 |
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