Cubic Advisors, LLC
Cubic Advisors, LLC (CRD# 165008) is a financial advisory firm headquartered in , . They manage $48,190,359 in 86 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
Cubic Advisors, LLC
By the Numbers
-
Total Assets Under Management48MILLION
-
Total Number of Accounts86ACCOUNTS
-
Average Account Value$560,353
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
![](/img/ws/firm-ria-sec-logo.png)
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MD, ME, PA, WI
Financial Advisors at Cubic Advisors, LLC
1
David Pankiw (CRD# 1476226) is an Investment Advisor Representative working at CUBIC Advisors, LLC in Devon, PA and has over 30 years of experience in the finance industry.
2
John Slater (CRD# 1522160) is an Investment Advisor Representative working at Cubic Advisors, LLC in Wayne, PA and has over 31 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.