Cuso Financial Services, LP
Cuso Financial Services, LP (CRD# 42132) is a financial advisory firm headquartered in San Diego, CA. They manage $4,082,797,608 in 25,992 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management4,083MILLION
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Total Number of Accounts25,992ACCOUNTS
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Average Account Value$157,079
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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
Mohammed Ayala (CRD# 3095670) is an Investment Advisor Representative working at Cuso Financial Services, LP in Long Beach, CA and has over 24 years of experience in the finance industry.
Alex Bacay (CRD# 4837485) is an Investment Advisor Representative working at Cuso Financial Services, LP in Chambersburg, PA and has over 19 years of experience in the finance industry.
Colm Bailey (CRD# 5431512) is an Investment Advisor Representative working at Cuso Financial Services, LP in San Diego, CA and has over 16 years of experience in the finance industry.
Kaleb Baker (CRD# 6410591) is an Investment Advisor Representative working at Cuso Financial Services, LP in Fairborn, OH and has over 8 years of experience in the finance industry.
Rafael Balderrabano (CRD# 5411122) is an Investment Advisor Representative working at Cuso Financial Services, LP in Houston, TX and has over 16 years of experience in the finance industry.
Jorin Bale (CRD# 4670013) is an Investment Advisor Representative working at Cuso Financial Services, LP in Boulder, CO and has over 20 years of experience in the finance industry.
Laura Banasiewicz (CRD# 1391387) is an Investment Advisor Representative working at Cuso Financial Services, LP in Winston Salem, NC and has over 34 years of experience in the finance industry.
Ronald Barnette (CRD# 4542577) is an Investment Advisor Representative working at Cuso Financial Services, LP in Hood River, OR and has over 21 years of experience in the finance industry.
Felix Bartolomei (CRD# 2813477) is an Investment Advisor Representative working at Cuso Financial Services, LP in Orlando, FL and has over 27 years of experience in the finance industry.
Gregory Bass (CRD# 3121526) is an Investment Advisor Representative working at Cuso Financial Services, LP in Raleigh, NC and has over 25 years of experience in the finance industry.