CUSO FINANCIAL SERVICES, L.P.

SAN DIEGO, California·9 registered advisors·CRD# 42132
SEC# 801-60300900800-686-4724
01

Firm Overview

AUM
$4.7B
Regulatory assets under management
Employees
833
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at CUSO FINANCIAL SERVICES, L.P.

9 registered advisors
Cynthia Dawn Zabuska
SAN DIEGO, California
Danny Lee Krenzler
SAN DIEGO, California
Kevin Scott Mummau
SAN DIEGO, California
Mary Kathryn Simonson
SAN DIEGO, California
Monica Carol Selman Daggs
SAN DIEGO, California
Peter Kelso Vonk
SAN DIEGO, California
Richard Trang
SAN DIEGO, California
Theodore Robert Horwith
SAN DIEGO, California
Valorie Anne Seyfert
SAN DIEGO, California
05

Office Locations

SAN DIEGO, California
9 advisors

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Data sourced from SEC Form ADV filings. CUSO FINANCIAL SERVICES, L.P. (CRD# 42132) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.