Overview
Assets Under Management: $679 million
Headquarters: BOSTON, MA
High-Net-Worth Clients: 215
Average Client Assets: $2.7 million
Frequently Asked Questions
CUBIC ASSET MANAGEMENT, LLC 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 #145169), CUBIC ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
CUBIC ASSET MANAGEMENT, LLC is headquartered in BOSTON, MA.
CUBIC ASSET MANAGEMENT, LLC serves 215 high-net-worth clients according to their SEC filing dated March 13, 2024. View client details ↓
According to their SEC Form ADV, CUBIC ASSET MANAGEMENT, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
CUBIC ASSET MANAGEMENT, LLC manages $679 million in client assets according to their SEC filing dated March 13, 2024.
According to their SEC Form ADV, CUBIC ASSET MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 215
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.84%
Average Client Assets: $2.7 million
Total Client Accounts: 305
Discretionary Accounts: 305
Regulatory Filings
CRD Number: 145169
Filing ID: 1842812
Last Filing Date: 2024-03-13 11:38:00