Overview
Assets Under Management: $146 million
High-Net-Worth Clients: 33
Average Client Assets: $4 million
Frequently Asked Questions
CFS CUBIC FINANCIAL SERVICES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #126238), CFS CUBIC FINANCIAL SERVICES, INC. is subject to fiduciary duty under federal law.
CFS CUBIC FINANCIAL SERVICES, INC. serves 33 high-net-worth clients according to their SEC filing dated January 08, 2025. View client details ↓
According to their SEC Form ADV, CFS CUBIC FINANCIAL SERVICES, INC. offers financial planning and portfolio management for individuals. View all service details ↓
CFS CUBIC FINANCIAL SERVICES, INC. manages $146 million in client assets according to their SEC filing dated January 08, 2025.
According to their SEC Form ADV, CFS CUBIC FINANCIAL SERVICES, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.81
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 162
Discretionary Accounts: 162
Regulatory Filings
CRD Number: 126238
Last Filing Date: 2025-01-08 00:00:00
Website: https://cubicpyellp.com