CUSO Financial Services LP
Nombre legal: CUSO FINANCIAL SERVICES, L.P.
Detalles de contacto completos
CUSO Financial Services LP
10150 MEANLEY DRIVE, 1ST FLOOR, SAN DIEGO, CA
858-530-4400
858-530-4404
Otra información
CUSO Financial Services, una Sociedad Limitada con sede en California, tiene un equipo de 703 empleados, con más de dos tercios ocupando roles de asesoramiento. Su impresionante base de clientes, que supera los 10,000, cuenta con la aprobación de la SEC, que fue otorgada en 2001.
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Propietarios directos
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AMELIA HARDWICK BEATTIE
CHIEF OPERATING OFFICER posee menos de 5%
-
AWS 1, LLC
GENERAL PARTNER posee más del 25% pero menos del 50%
-
AWS 3, INC
SOLE LIMITED PARTNER posee 75% o más
-
DANIEL JOSEPH KILROY
CHIEF FINANCIAL OFFICER, FINOP posee menos de 5%
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KEVIN SCOTT MUMMAU
CHIEF RELATIONSHIP OFFICER posee menos de 5%
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PETER KELSO VONK
CHIEF COMPLIANCE OFFICER posee menos de 5%
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VALORIE ANNE SEYFERT
CHIEF EXECUTIVE OFFICER posee menos de 5%
Propietarios indirectos
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ATRIA WEALTH SOLUTIONS HOLDINGS, LLC
HOLDING COMPANY posee 75% o más
-
ATRIA WEALTH SOLUTIONS, INC
HOLDING COMPANY posee 75% o más
-
BBB FAMILY TRUST
SHAREHOLDER
-
CJT FAMILY TRUST
SHAREHOLDER
-
DOUGLAS JOHN KETTERER
SHAREHOLDER
-
GEORGE TAYLOR BEATTIE
TRUSTEE
-
KEVIN LAWRENCE BEARD
MEMBER
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LEE EQUITY PARTNERS FUND II(A), L.P.
MEMBER posee más del 25% pero menos del 50%
-
LEP ATRIA HOLDINGS, LLC
HOLDING COMPANY posee más del 25% pero menos del 50%
-
TRIPLE BLACK DIAMOND, LLC
SHAREHOLDER