AdvisorOS Directory
Claim Profile
KM

Kevin Scott Mummau

CUSO FINANCIAL SERVICES, L.P.·SAN DIEGO, California
Unclaimed Profile
10150 MEANLEY DRIVE, SAN DIEGO, CA 92131CRD# 1089454Firm CRD# 42132
01

About

Kevin Scott Mummau is a registered financial advisor based in SAN DIEGO, California, affiliated with CUSO FINANCIAL SERVICES, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CUSO FINANCIAL SERVICES, L.P.
CUSO FINANCIAL SERVICES, L.P.
AUM
$4.7B
Regulatory assets under management
Employees
833
Total firm employees
View all advisors at CUSO FINANCIAL SERVICES, L.P. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1089454
Firm CRD# 42132
8 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN DIEGO?

Browse all registered financial advisors in SAN DIEGO, California or claim this profile if it's yours.

Browse SAN DIEGO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Kevin Scott Mummau offer?
Kevin Scott Mummau specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.
What are Kevin Scott Mummau's credentials?
Kevin Scott Mummau is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Scott Mummau located?
Kevin Scott Mummau is based in SAN DIEGO, California, working with CUSO FINANCIAL SERVICES, L.P.. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.
How does Kevin Scott Mummau charge for services?
Kevin Scott Mummau's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CUSO FINANCIAL SERVICES, L.P.?
CUSO FINANCIAL SERVICES, L.P. has approximately 833 employees and manages $4.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SAN DIEGO
Gregg Steven Glaser — FIRST ALLIED SECURITIES, INC.Zachary Bryan Vaughan — FAIRFIELD REALTY ADVISORS LLCMario Modiano — LM CAPITAL GROUP, LLCJeffrey Marc Frankel — LM CAPITAL GROUP, LLCJoel Elliot Marks — FIRST ALLIED SECURITIES, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile