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
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Total Number of Accounts86ACCOUNTS
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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
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.
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