Unclaimed Profile

Jeffrey Alan Engelsman

CUSHING ASSET MANAGEMENT, LP·DALLAS, Texas

CUSHING ASSET MANAGEMENT, LP

600 NORTH PEARL STREET, DALLAS, TX 75201CRD# 2595670Firm CRD# 131517

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Alan Engelsman · DALLAS, TX

Registration

CRD #2595670 · CUSHING ASSET MANAGEMENT, LP

Brand Profile

Not yet started

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

About

Jeffrey Alan Engelsman is a registered financial advisor based in DALLAS, Texas, affiliated with CUSHING ASSET MANAGEMENT, LP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CUSHING ASSET MANAGEMENT, LP

NXG INVESTMENT MANAGEMENT

AUM

$1.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CUSHING ASSET MANAGEMENT, LP →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2595670

Firm CRD# 131517

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Alan Engelsman offer?

Jeffrey Alan Engelsman specializes in Investment Management, Retirement Planning. Contact their office in DALLAS, Texas for a consultation.

What are Jeffrey Alan Engelsman's credentials?

Jeffrey Alan Engelsman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Alan Engelsman located?

Jeffrey Alan Engelsman is based in DALLAS, Texas, working with CUSHING ASSET MANAGEMENT, LP. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Jeffrey Alan Engelsman charge for services?

Jeffrey Alan Engelsman's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CUSHING ASSET MANAGEMENT, LP?

CUSHING ASSET MANAGEMENT, LP has approximately 10 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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