CUSO FINANCIAL SERVICES, L.P.

10150 Meanley Drive
1st Floor
San Diego, California 92131
Tel: 800-686-4724

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 901 offices throughout the country.

CUSO FINANCIAL SERVICES, L.P. is a San Diego, California based Financial Planning firm with nearly $4,664,869,848 assets under management, offering retirement planning & investment advisory services to 26968 clients. The firm is staffed with 833 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	42132
SEC#	801-60300
Assets Managed by Firm	$4,664,869,848
No. of Clients	26968
No. of Advisors	833

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

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

Firm Client Information

	No. of Clients	AUM
Firm Total	26968	$4,664,869,848
Individuals (other than high net worth individuals)	21011	$3,717,083,040
High net worth individuals	515	$940,255,108
Pension and profit sharing plans	2	$308,238
Charitable organizations	13	$2,747,081
Corporations or other businesses	21	$4,476,381

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