Cuso Financial Services
Cuso Financial Services (CRD# 42132) is a financial advisory firm headquartered in San Diego, CA. They manage $4,664,869,848 in 26,968 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management4,665MILLION
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Total Number of Accounts26,968ACCOUNTS
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Average Account Value$172,978
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Samuel Bogaczyk (CRD# 6665409) is an Investment Advisor Representative working at Cuso Financial Services in San Diego, CA and has over 6 years of experience in the finance industry.
John Paul Borbon (CRD# 6386765) is an Investment Advisor Representative working at Cuso Financial Services in Danville, CA and has over 9 years of experience in the finance industry.
Andrew Borders (CRD# 5699023) is an Investment Advisor Representative working at Cuso Financial Services in Thorndale, PA and has over 14 years of experience in the finance industry.
Timothy Bowles (CRD# 2116589) is an Investment Advisor Representative working at Cuso Financial Services in Tobaccoville, NC and has over 33 years of experience in the finance industry.
Stephen Boyle (CRD# 1485373) is an Investment Advisor Representative working at Cuso Financial Services in San Diego, CA and has over 27 years of experience in the finance industry.
Barron Branch (CRD# 6702333) is an Investment Advisor Representative working at Cuso Financial Services in Fort Worth, TX and has over 7 years of experience in the finance industry.
Teresa Brock (CRD# 2334087) is an Investment Advisor Representative working at Cuso Financial Services in San Diego, CA and has over 31 years of experience in the finance industry.
Gabriel Brogden (CRD# 4328092) is an Investment Advisor Representative working at Cuso Financial Services in Charleston, SC and has over 23 years of experience in the finance industry.
Jessica Brokaw (CRD# 6929610) is an Investment Advisor Representative working at Cuso Financial Services in Wichita, KS and has over 5 years of experience in the finance industry.
Andrew Broughman (CRD# 6263090) is an Investment Advisor Representative working at Cuso Financial Services in Orlando, FL and has over 9 years of experience in the finance industry.