Overview
Assets Under Management: $478 million
Headquarters: PHOENIX, AZ
High-Net-Worth Clients: 92
Average Client Assets: $2.2 million
Frequently Asked Questions
CUE FINANCIAL GROUP, 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 #21033), CUE FINANCIAL GROUP, INC. is subject to fiduciary duty under federal law.
CUE FINANCIAL GROUP, INC. is headquartered in PHOENIX, AZ.
CUE FINANCIAL GROUP, INC. serves 92 high-net-worth clients according to their SEC filing dated October 30, 2018. View client details ↓
According to their SEC Form ADV, CUE FINANCIAL GROUP, INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
CUE FINANCIAL GROUP, INC. manages $478 million in client assets according to their SEC filing dated October 30, 2018.
According to their SEC Form ADV, CUE FINANCIAL GROUP, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 92
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.44%
Average Client Assets: $2.2 million
Total Client Accounts: 1,809
Discretionary Accounts: 1,169
Non-Discretionary Accounts: 640
Regulatory Filings
CRD Number: 21033
Filing ID: 1248734
Last Filing Date: 2018-10-30 13:09:00