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
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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
Srinath Desilva (CRD# 4984812) is an Investment Advisor Representative working at Cuso Financial Services in San Diego, CA and has over 18 years of experience in the finance industry.
Jeffrey Dierksheide (CRD# 5927331) is an Investment Advisor Representative working at Cuso Financial Services in Wesley Chapel, FL and has over 12 years of experience in the finance industry.
Michelle Dilallo (CRD# 6392925) is an Investment Advisor Representative working at Cuso Financial Services in Boulder, CO and has over 8 years of experience in the finance industry.
Lisa Drahman Wicks (CRD# 2753536) is an Investment Advisor Representative working at Cuso Financial Services in San Diego, CA and has over 19 years of experience in the finance industry.
Shannon Drobny (CRD# 5637826) is an Investment Advisor Representative working at Cuso Financial Services in Pasadena, CA and has over 14 years of experience in the finance industry.
Shanel Dubique (CRD# 6824736) 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.
Tanya Duboue (CRD# 5290346) is an Investment Advisor Representative working at Cuso Financial Services in Colorado Springs, CO and has over 16 years of experience in the finance industry.
Adelbert Duffy (CRD# 4933195) is an Investment Advisor Representative working at Cuso Financial Services in Westerville, OH and has over 16 years of experience in the finance industry.
Daniel Duffy (CRD# 2400937) is an Investment Advisor Representative working at Cuso Financial Services in Las Vegas, NV and has over 30 years of experience in the finance industry.
Tracy Duncan (CRD# 2259464) is an Investment Advisor Representative working at Cuso Financial Services in Clemmons, NC and has over 31 years of experience in the finance industry.