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).
-
Total Assets Under Management4,665MILLION
-
Total Number of Accounts26,968ACCOUNTS
-
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
Gary Friedman (CRD# 2592589) is an Investment Advisor Representative working at Cuso Financial Services in San Diego, CA and has over 28 years of experience in the finance industry.
Christopher Gabrys (CRD# 2773385) is an Investment Advisor Representative working at Cuso Financial Services in San Diego, CA and has over 26 years of experience in the finance industry.
Michael Galvin (CRD# 2168139) is an Investment Advisor Representative working at Cuso Financial Services in Weymouth, MA and has over 31 years of experience in the finance industry.
Christopher Garcia (CRD# 4098268) is an Investment Advisor Representative working at Cuso Financial Services in Santa Rosa, CA and has over 18 years of experience in the finance industry.
Helmut Garcia (CRD# 5203683) is an Investment Advisor Representative working at Cuso Financial Services in Pasadena, CA and has over 16 years of experience in the finance industry.
Robert Garcia (CRD# 5317394) is an Investment Advisor Representative working at Cuso Financial Services in Tustin, CA and has over 16 years of experience in the finance industry.
Michael Garner (CRD# 6225823) is an Investment Advisor Representative working at Cuso Financial Services in Austin, TX and has over 8 years of experience in the finance industry.
Jeffrey Garrett (CRD# 3225845) is an Investment Advisor Representative working at Cuso Financial Services in Appleton, WI and has over 24 years of experience in the finance industry.
Teresa Garrett (CRD# 4224265) is an Investment Advisor Representative working at Cuso Financial Services in San Diego, CA and has over 8 years of experience in the finance industry.
Brian Gates (CRD# 2376972) is an Investment Advisor Representative working at Cuso Financial Services in Anaheim, CA and has over 30 years of experience in the finance industry.