Investment adviser · CRD 42132
CUSO FINANCIAL SERVICES, L.P.
Investment adviser filing (IA)
SAN DIEGO, CA, United States · Form ADV filed Aug 4, 2025
- Regulatory AUM
- $5.38B Form ADV · Item 5.F
- Client accounts
- 29,354 Accounts, not individual clients
- Employees
- 791 Reported in this filing
- Advisory professionals
- 523 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 22,453 | $4,147,421,732 | 77.1% |
| High-net-worth individuals | 655 | $1,209,090,788 | 22.5% |
| Charities | 30 | $8,048,819 | 0.1% |
| Corporations & businesses | 22 | $7,635,797 | 0.1% |
| Retirement plans | 10 | $6,147,989 | 0.1% |
Filing source
Form ADV 2007480 · Aug 4, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 4, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
10150 MEANLEY DRIVE, 1ST FLOORSAN DIEGO, CA, 92131, United States
CRD 42132
Filing source
Form ADV 2007480 · Aug 4, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.