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Matthew James Ottusch

CUSHING CAPITAL PARTNERS, LLC·DELAFIELD, Wisconsin
Unclaimed Profile
417 GENESEE STREET, DELAFIELD, WI 53018CRD# 1934320Firm CRD# 313497
01

About

Matthew James Ottusch is a registered financial advisor based in DELAFIELD, Wisconsin, affiliated with CUSHING CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CUSHING CAPITAL PARTNERS, LLC
CUSHING CAPITAL PARTNERS, LLC
AUM
$209M
Regulatory assets under management
Employees
5
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1934320
Firm CRD# 313497
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew James Ottusch offer?
Matthew James Ottusch specializes in Financial Planning, Investment Management. Contact their office in DELAFIELD, Wisconsin for a consultation.
What are Matthew James Ottusch's credentials?
Matthew James Ottusch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew James Ottusch located?
Matthew James Ottusch is based in DELAFIELD, Wisconsin, working with CUSHING CAPITAL PARTNERS, LLC. Their office serves clients in the DELAFIELD metropolitan area and surrounding communities.
How does Matthew James Ottusch charge for services?
Matthew James Ottusch's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CUSHING CAPITAL PARTNERS, LLC?
CUSHING CAPITAL PARTNERS, LLC has approximately 5 employees and manages $209M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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