CUSO Financial Services LP
Legal Name: CUSO FINANCIAL SERVICES, L.P.
Full Contact Details
CUSO Financial Services LP
10150 MEANLEY DRIVE, 1ST FLOOR, SAN DIEGO, CA
858-530-4400
858-530-4404
Other Info
CUSO Financial Services, a California-based Limited Partnership, has a team of 703 employees, with over two-thirds occupying advisory roles. Their impressive client base, which numbers over 10,000, is supported by SEC approval, which was granted in 2001.
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Deseret First Wealth Management
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Direct Owners
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AMELIA HARDWICK BEATTIE
CHIEF OPERATING OFFICER owns less than 5%
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AWS 1, LLC
GENERAL PARTNER owns more than 25% but less than 50%
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AWS 3, INC
SOLE LIMITED PARTNER owns 75% or more
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DANIEL JOSEPH KILROY
CHIEF FINANCIAL OFFICER, FINOP owns less than 5%
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KEVIN SCOTT MUMMAU
CHIEF RELATIONSHIP OFFICER owns less than 5%
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PETER KELSO VONK
CHIEF COMPLIANCE OFFICER owns less than 5%
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VALORIE ANNE SEYFERT
CHIEF EXECUTIVE OFFICER owns less than 5%
Indirect Owners
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ATRIA WEALTH SOLUTIONS HOLDINGS, LLC
HOLDING COMPANY owns 75% or more
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ATRIA WEALTH SOLUTIONS, INC
HOLDING COMPANY owns 75% or more
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BBB FAMILY TRUST
SHAREHOLDER
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CJT FAMILY TRUST
SHAREHOLDER
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DOUGLAS JOHN KETTERER
SHAREHOLDER
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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 owns more than 25% but less than 50%
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LEP ATRIA HOLDINGS, LLC
HOLDING COMPANY owns more than 25% but less than 50%
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TRIPLE BLACK DIAMOND, LLC
SHAREHOLDER