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

More Retirement Planning firms in San Diego, California:

Firm Name	Assets Under Management	Total Clients	Total Advisors
AMERIPRISE FINANCIAL SERVICES, LLC 707 2nd Avenue South Minneapolis, MN, 55402	$479,793,782,427	2284921	13903
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102

Explore More Retirement Advisors in San Diego, California

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.