CUSO Financial Services LP
Offizieller Name: CUSO FINANCIAL SERVICES, L.P.
Vollständige Kontaktdaten
CUSO Financial Services LP
10150 MEANLEY DRIVE, 1ST FLOOR, SAN DIEGO, CA
858-530-4400
858-530-4404
Andere Information
CUSO Financial Services, eine Limited Partnership mit Sitz in Kalifornien, verfügt über ein Team von 703 Mitarbeitern, wobei mehr als zwei Drittel in beratenden Funktionen tätig sind. Ihre beeindruckende Kundenbasis, die mehr als 10.000 umfasst, wird von der SEC-Zulassung unterstützt, die im Jahr 2001 erteilt wurde.
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CUSO Financial Services | Sorrento Pacific Financial
CUSO Financial and Sorrento Pacific, nationwide broker-dealers and Registered Investment Advisers serving financial institutions. Contact us to learn more
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Homepage | FAIRWINDS Retirement Planning
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC) and SE
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Direkte Eigentümer
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AMELIA HARDWICK BEATTIE
CHIEF OPERATING OFFICER besitzt weniger als 5%
-
AWS 1, LLC
GENERAL PARTNER besitzt mehr als 25% aber weniger als 50%
-
AWS 3, INC
SOLE LIMITED PARTNER besitzt 75% oder mehr
-
DANIEL JOSEPH KILROY
CHIEF FINANCIAL OFFICER, FINOP besitzt weniger als 5%
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KEVIN SCOTT MUMMAU
CHIEF RELATIONSHIP OFFICER besitzt weniger als 5%
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PETER KELSO VONK
CHIEF COMPLIANCE OFFICER besitzt weniger als 5%
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VALORIE ANNE SEYFERT
CHIEF EXECUTIVE OFFICER besitzt weniger als 5%
Indirekte Eigentümer
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ATRIA WEALTH SOLUTIONS HOLDINGS, LLC
HOLDING COMPANY besitzt 75% oder mehr
-
ATRIA WEALTH SOLUTIONS, INC
HOLDING COMPANY besitzt 75% oder mehr
-
BBB FAMILY TRUST
SHAREHOLDER
-
CJT FAMILY TRUST
SHAREHOLDER
-
DOUGLAS JOHN KETTERER
SHAREHOLDER
-
GEORGE TAYLOR BEATTIE
TRUSTEE
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KEVIN LAWRENCE BEARD
MEMBER
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LEE EQUITY PARTNERS FUND II(A), L.P.
MEMBER besitzt mehr als 25% aber weniger als 50%
-
LEP ATRIA HOLDINGS, LLC
HOLDING COMPANY besitzt mehr als 25% aber weniger als 50%
-
TRIPLE BLACK DIAMOND, LLC
SHAREHOLDER