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Home > Retirement Planners > wisconsin > delafield > CUSHING CAPITAL PARTNERS, LLC
CUSHING CAPITAL PARTNERS, LLC
417 Genesee Street
Delafield, Wisconsin 53018
Tel: 262-256-0590
About CUSHING CAPITAL PARTNERS, LLC
CUSHING CAPITAL PARTNERS, LLC, formally registered with the SEC as CUSHING CAPITAL PARTNERS, LLC. The firm was established in 04/26/2021. They have over 1 offices throughout the country.
CUSHING CAPITAL PARTNERS, LLC is a Delafield, Wisconsin based Financial Planning firm with nearly $208,625,611 assets under management, offering retirement planning & investment advisory services to 646 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 313497 |
| SEC# | 801-120953 |
| Assets Managed by Firm | $208,625,611 |
| No. of Clients | 646 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 646 | $208,625,611 |
| Individuals (other than high net worth individuals) | 106 | $27,796,478 |
| High net worth individuals | 95 | $177,057,987 |
| Charitable organizations | Fewer than 5 clients | $137,411 |
| Corporations or other businesses | Fewer than 5 clients | $3,633,735 |
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