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Valorie Anne Seyfert

CUSO FINANCIAL SERVICES, L.P.·SAN DIEGO, California
Unclaimed Profile
10150 MEANLEY DRIVE, 1ST FLOOR, SAN DIEGO, CA 92131CRD# 1275676Firm CRD# 42132
01

About

Valorie Anne Seyfert 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
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1275676
Firm CRD# 42132
8 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Valorie Anne Seyfert offer?
Valorie Anne Seyfert specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.
What are Valorie Anne Seyfert's credentials?
Valorie Anne Seyfert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Valorie Anne Seyfert located?
Valorie Anne Seyfert 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 Valorie Anne Seyfert charge for services?
Valorie Anne Seyfert'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.
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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
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