CUSO Financial Services (CFS)

EST. AUM
$5,378,345,125

CONTACTS
50

CLIENT ACCOUNTS
29,354

Firm Details

Metro area San Diego
CRD Number 42132
Website cusonet.com
Client types

Overview

LPL announced the close of its acquisition of Atria Wealth Solutions in October 2024 CUSO Financial Services (CFS) and Sorrento Pacific Financial (SPF) are broker-dealers that provide investment programs for credit unions, banks, and institution-owned broker-dealers. Founded in 1996, the firms offer investment solutions, technology, and support services designed to meet the needs of financial institutions and their professionals.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

CUSO Financial Services (CFS)

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company