CUSO Financial Services LP
Nome legal: CUSO FINANCIAL SERVICES, L.P.
Detalhes completos de contato
CUSO Financial Services LP
10150 MEANLEY DRIVE, 1ST FLOOR, SAN DIEGO, CA
858-530-4400
858-530-4404
Outras informações
A CUSO Financial Services, uma sociedade limitada sediada na Califórnia, tem uma equipe de 703 funcionários, com mais de dois terços ocupando cargos de consultoria. Sua impressionante base de clientes, que ultrapassa 10.000, é apoiada pela aprovação da SEC, concedida em 2001.
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Proprietários diretos
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AMELIA HARDWICK BEATTIE
CHIEF OPERATING OFFICER é proprietária menos de 5%
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AWS 1, LLC
GENERAL PARTNER é proprietária mais de 25% mas menos de 50%
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AWS 3, INC
SOLE LIMITED PARTNER é proprietária 75% ou mais
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DANIEL JOSEPH KILROY
CHIEF FINANCIAL OFFICER, FINOP é proprietária menos de 5%
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KEVIN SCOTT MUMMAU
CHIEF RELATIONSHIP OFFICER é proprietária menos de 5%
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PETER KELSO VONK
CHIEF COMPLIANCE OFFICER é proprietária menos de 5%
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VALORIE ANNE SEYFERT
CHIEF EXECUTIVE OFFICER é proprietária menos de 5%
Proprietários Indiretos
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ATRIA WEALTH SOLUTIONS HOLDINGS, LLC
HOLDING COMPANY é proprietária 75% ou mais
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ATRIA WEALTH SOLUTIONS, INC
HOLDING COMPANY é proprietária 75% ou mais
-
BBB FAMILY TRUST
SHAREHOLDER
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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 é proprietária mais de 25% mas menos de 50%
-
LEP ATRIA HOLDINGS, LLC
HOLDING COMPANY é proprietária mais de 25% mas menos de 50%
-
TRIPLE BLACK DIAMOND, LLC
SHAREHOLDER