CUSO Financial Services LP
Nom légal: CUSO FINANCIAL SERVICES, L.P.
Coordonnées complètes
CUSO Financial Services LP
10150 MEANLEY DRIVE, 1ST FLOOR, SAN DIEGO, CA
858-530-4400
858-530-4404
Autre info
CUSO Financial Services, une société en commandite basée en Californie, dispose d'une équipe de 703 employés, dont plus des deux tiers occupent des postes de conseillers. Leur impressionnante base de clients, qui compte plus de 10 000 personnes, est soutenue par l'approbation de la SEC, accordée en 2001.
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Propriétaires directs
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AMELIA HARDWICK BEATTIE
CHIEF OPERATING OFFICER possède Moins de 5%
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AWS 1, LLC
GENERAL PARTNER possède plus de 25% mais moins de 50%
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AWS 3, INC
SOLE LIMITED PARTNER possède 75% ou plus
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DANIEL JOSEPH KILROY
CHIEF FINANCIAL OFFICER, FINOP possède Moins de 5%
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KEVIN SCOTT MUMMAU
CHIEF RELATIONSHIP OFFICER possède Moins de 5%
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PETER KELSO VONK
CHIEF COMPLIANCE OFFICER possède Moins de 5%
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VALORIE ANNE SEYFERT
CHIEF EXECUTIVE OFFICER possède Moins de 5%
Propriétaires indirects
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ATRIA WEALTH SOLUTIONS HOLDINGS, LLC
HOLDING COMPANY possède 75% ou plus
-
ATRIA WEALTH SOLUTIONS, INC
HOLDING COMPANY possède 75% ou plus
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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 possède plus de 25% mais moins de 50%
-
LEP ATRIA HOLDINGS, LLC
HOLDING COMPANY possède plus de 25% mais moins de 50%
-
TRIPLE BLACK DIAMOND, LLC
SHAREHOLDER