CUSO Financial Services LP
正式名称: CUSO FINANCIAL SERVICES, L.P.
フルコンタクト詳細
CUSO Financial Services LP
10150 MEANLEY DRIVE, 1ST FLOOR, SAN DIEGO, CA
858-530-4400
858-530-4404
他の情報
カリフォルニア州に本拠を置く有限パートナーシップであるCUSO Financial Servicesは、703人のチームを持ち、3分の2以上がアドバイザリー役割を占めています。彼らの印象的なクライアントベースは1万を超え、2001年にSECの承認を得ています。
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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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ウェブサイト
ウェブサイト
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Deseret First Wealth Management
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直接の所有者
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AMELIA HARDWICK BEATTIE
CHIEF OPERATING OFFICER 所有する 5％未満
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AWS 1, LLC
GENERAL PARTNER 所有する 25％以上50％未満
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AWS 3, INC
SOLE LIMITED PARTNER 所有する 75％以上
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DANIEL JOSEPH KILROY
CHIEF FINANCIAL OFFICER, FINOP 所有する 5％未満
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KEVIN SCOTT MUMMAU
CHIEF RELATIONSHIP OFFICER 所有する 5％未満
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PETER KELSO VONK
CHIEF COMPLIANCE OFFICER 所有する 5％未満
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VALORIE ANNE SEYFERT
CHIEF EXECUTIVE OFFICER 所有する 5％未満
間接所有者
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ATRIA WEALTH SOLUTIONS HOLDINGS, LLC
HOLDING COMPANY 所有する 75％以上
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ATRIA WEALTH SOLUTIONS, INC
HOLDING COMPANY 所有する 75％以上
-
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 所有する 25％以上50％未満
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LEP ATRIA HOLDINGS, LLC
HOLDING COMPANY 所有する 25％以上50％未満
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TRIPLE BLACK DIAMOND, LLC
SHAREHOLDER