CUSO FINANCIAL SERVICES, L.P.
CRD #42132 SEC #801-60300 SAN DIEGO, CA 858-530-4400
SEC Registered Broker-Dealer Disclosures
Total AUM
$5.4B
Discretionary
$3.5B
Employees
791
Clients
101
Accounts
29,354
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $5.4B | $3.5B | $1.9B | 791 | 15,801 |
| May 2025 | $5.4B | $3.5B | $1.9B | 791 | 15,801 |
| Mar 2025 | $5.4B | $3.5B | $1.9B | 791 | 15,801 |
| Mar 2025 | $5.4B | $3.5B | $1.9B | 791 | 15,801 |
| Jan 2025 | $4.7B | $2.8B | $1.9B | 833 | 16,218 |
| Oct 2024 | $4.7B | $2.8B | $1.9B | 833 | 16,218 |
| Jul 2024 | $4.7B | $2.8B | $1.9B | 833 | 16,218 |
| Mar 2024 | $4.7B | $2.8B | $1.9B | 833 | 16,218 |
| Nov 2023 | $4.1B | $2.2B | $1.9B | 803 | 17,584 |
| Sep 2023 | $4.1B | $2.2B | $1.9B | 803 | 17,584 |
| Jun 2023 | $4.1B | $2.2B | $1.9B | 803 | 17,584 |
| Mar 2023 | $4.1B | $2.2B | $1.9B | 803 | 17,584 |
| Jan 2023 | $4.4B | $1.2B | $3.2B | 656 | 11,552 |
| Oct 2022 | $4.4B | $1.2B | $3.2B | 656 | 11,552 |
| Apr 2022 | $4.4B | $1.2B | $3.2B | 656 | 11,552 |
| Mar 2022 | $4.4B | $1.2B | $3.2B | 656 | 11,552 |
| Jan 2022 | $3.5B | $836.9M | $2.7B | 673 | 11,657 |
| Aug 2021 | $3.5B | $836.9M | $2.7B | 673 | 11,657 |
| Jun 2021 | $3.5B | $836.9M | $2.7B | 673 | 11,657 |
| Jun 2021 | $3.5B | $836.9M | $2.7B | 673 | 11,657 |
| May 2021 | $3.5B | $836.9M | $2.7B | 673 | 11,657 |
| May 2021 | $3.5B | $836.9M | $2.7B | 673 | 11,657 |
| Mar 2021 | $3.5B | $836.9M | $2.7B | 673 | 11,657 |
| Nov 2020 | $3.3B | $605.9M | $2.7B | 726 | 8,052 |
| Sep 2020 | $3.3B | $605.9M | $2.7B | 726 | 8,052 |
| Aug 2020 | $3.3B | $605.9M | $2.7B | 726 | 8,052 |
| Jun 2020 | $3.3B | $605.9M | $2.7B | 726 | 8,052 |
| May 2020 | $3.3B | $605.9M | $2.7B | 726 | 8,052 |
| Jan 2020 | $1.9B | $422.8M | $1.5B | 703 | 10,948 |
| Jan 2020 | $1.9B | $422.8M | $1.5B | 703 | 10,948 |
| Sep 2019 | $1.9B | $422.8M | $1.5B | 703 | 10,948 |
| Jul 2019 | $1.9B | $422.8M | $1.5B | 703 | 10,948 |
| Jul 2019 | $1.9B | $422.8M | $1.5B | 703 | 10,948 |
| Jul 2019 | $1.9B | $422.8M | $1.5B | 703 | 10,948 |
| Jul 2019 | $1.9B | $418.9M | $1.5B | 703 | 13,799 |
| Jun 2019 | $1.9B | $418.9M | $1.5B | 703 | 13,799 |
| Mar 2019 | $1.9B | $418.9M | $1.5B | 703 | 13,799 |
| Mar 2019 | $1.9B | $418.9M | $1.5B | 703 | 13,799 |
| Mar 2019 | $1.9B | $418.9M | $1.5B | 703 | 13,799 |
| Mar 2019 | $1.9B | $418.9M | $1.5B | 703 | 13,799 |
| Dec 2018 | $1.9B | $430M | $1.4B | 695 | 8,652 |
| Nov 2018 | $1.9B | $430M | $1.4B | 695 | 8,652 |
| Sep 2018 | $1.9B | $430M | $1.4B | 695 | 8,652 |
| Jun 2018 | $1.9B | $430M | $1.4B | 695 | 8,652 |
| Mar 2018 | $1.9B | $430M | $1.4B | 695 | 8,652 |
| Dec 2017 | $1.8B | $402.3M | $1.4B | 706 | 6,596 |
| Dec 2017 | $1.8B | $402.3M | $1.4B | 706 | 6,653 |
| Nov 2017 | $1.8B | $402.3M | $1.4B | 706 | 6,653 |
| Sep 2017 | $2.6B | $330.5M | $2.2B | 706 | 6,000 |
| Jul 2017 | $2.6B | $330.5M | $2.2B | 706 | 6,000 |
| Jul 2017 | $2.6B | $330.5M | $2.2B | 706 | 6,000 |
| Mar 2017 | $2.6B | $330.5M | $2.2B | 706 | 6,000 |
| Mar 2017 | $2.6B | $0 | $2.6B | 706 | 6,000 |
| Dec 2016 | $1.8B | $0 | $1.8B | 685 | 6,000 |
| Oct 2016 | $1.8B | $0 | $1.8B | 685 | 6,000 |
| Sep 2016 | $1.8B | $0 | $1.8B | 685 | 6,000 |
| Jun 2016 | $1.8B | $0 | $1.8B | 685 | 6,000 |
| Mar 2016 | $1.8B | $0 | $1.8B | 685 | 6,000 |
| Dec 2015 | $1.6B | $0 | $1.6B | 615 | 6,000 |
| Jul 2015 | $1.6B | $0 | $1.6B | 615 | 6,000 |
| Apr 2015 | $1.6B | $0 | $1.6B | 615 | 6,000 |
| Mar 2015 | $1.6B | $0 | $1.6B | 615 | 6,000 |
| Mar 2015 | $1.1B | $0 | $1.1B | 705 | 5,000 |
| Oct 2014 | $1.1B | $0 | $1.1B | 705 | 5,000 |
| Jun 2014 | $1.1B | $0 | $1.1B | 705 | 5,000 |
| Mar 2014 | $122M | $0 | $122M | 705 | 5,000 |
| Aug 2013 | $624.9M | $0 | $624.9M | 695 | 5,000 |
| Mar 2013 | $624.9M | $0 | $624.9M | 695 | 5,000 |
| Feb 2013 | $469.2M | $0 | $469.2M | 634 | 3,000 |
| Feb 2013 | $469.2M | $0 | $469.2M | 634 | 3,000 |
| Jan 2013 | $469.2M | $0 | $469.2M | 634 | 3,000 |
| Jan 2013 | $469.2M | $0 | $469.2M | 634 | 3,000 |
| Dec 2012 | $469.2M | $0 | $469.2M | 634 | 3,000 |
| Aug 2012 | $469.2M | $0 | $469.2M | 51 | 3,000 |
| Mar 2012 | $469.2M | $0 | $469.2M | 51 | 3,000 |
| Mar 2011 | $270.3M | $0 | $270.3M | 51 | -- |
| Mar 2009 | $171.1M | $0 | $171.1M | 51 | -- |
| Oct 2007 | $106M | $0 | $106M | 51 | -- |
| Mar 2007 | $106M | $0 | $106M | 51 | -- |
| Mar 2006 | $90M | $0 | $90M | 51 | -- |
| Feb 2006 | $62.7M | $44.7M | $18M | 51 | -- |
| Jan 2006 | $62.7M | $44.7M | $18M | 51 | -- |
| Oct 2005 | $62.7M | $44.7M | $18M | 51 | -- |
| Jan 2005 | $44.8M | $11.8M | $33M | 51 | -- |
| Jan 2005 | $44.8M | $11.8M | $33M | 51 | -- |
| Jan 2005 | $44.8M | $11.8M | $33M | 51 | -- |
| Aug 2004 | $44.8M | $11.8M | $33M | 51 | -- |
| Mar 2004 | $44.8M | $11.8M | $33M | 51 | -- |
| Oct 2001 | $39.1M | $4.9M | $34.2M | -- | -- |
| Sep 2001 | $39.1M | $4.9M | $34.2M | -- | -- |
| Jun 2001 | $39.1M | $4.9M | $34.2M | -- | -- |
| Jun 2001 | $39.1M | $4.9M | $34.2M | -- | -- |
| May 2001 | $27.9M | $4.9M | $23.1M | -- | -- |
DateAug 2025
Total AUM$5.4B
Discretionary$3.5B
Non-Disc.$1.9B
Employees791
Clients15,801
DateMay 2025
Total AUM$5.4B
Discretionary$3.5B
Non-Disc.$1.9B
Employees791
Clients15,801
DateMar 2025
Total AUM$5.4B
Discretionary$3.5B
Non-Disc.$1.9B
Employees791
Clients15,801
DateMar 2025
Total AUM$5.4B
Discretionary$3.5B
Non-Disc.$1.9B
Employees791
Clients15,801
DateJan 2025
Total AUM$4.7B
Discretionary$2.8B
Non-Disc.$1.9B
Employees833
Clients16,218
DateOct 2024
Total AUM$4.7B
Discretionary$2.8B
Non-Disc.$1.9B
Employees833
Clients16,218
DateJul 2024
Total AUM$4.7B
Discretionary$2.8B
Non-Disc.$1.9B
Employees833
Clients16,218
DateMar 2024
Total AUM$4.7B
Discretionary$2.8B
Non-Disc.$1.9B
Employees833
Clients16,218
DateNov 2023
Total AUM$4.1B
Discretionary$2.2B
Non-Disc.$1.9B
Employees803
Clients17,584
DateSep 2023
Total AUM$4.1B
Discretionary$2.2B
Non-Disc.$1.9B
Employees803
Clients17,584
DateJun 2023
Total AUM$4.1B
Discretionary$2.2B
Non-Disc.$1.9B
Employees803
Clients17,584
DateMar 2023
Total AUM$4.1B
Discretionary$2.2B
Non-Disc.$1.9B
Employees803
Clients17,584
DateJan 2023
Total AUM$4.4B
Discretionary$1.2B
Non-Disc.$3.2B
Employees656
Clients11,552
DateOct 2022
Total AUM$4.4B
Discretionary$1.2B
Non-Disc.$3.2B
Employees656
Clients11,552
DateApr 2022
Total AUM$4.4B
Discretionary$1.2B
Non-Disc.$3.2B
Employees656
Clients11,552
DateMar 2022
Total AUM$4.4B
Discretionary$1.2B
Non-Disc.$3.2B
Employees656
Clients11,552
DateJan 2022
Total AUM$3.5B
Discretionary$836.9M
Non-Disc.$2.7B
Employees673
Clients11,657
DateAug 2021
Total AUM$3.5B
Discretionary$836.9M
Non-Disc.$2.7B
Employees673
Clients11,657
DateJun 2021
Total AUM$3.5B
Discretionary$836.9M
Non-Disc.$2.7B
Employees673
Clients11,657
DateJun 2021
Total AUM$3.5B
Discretionary$836.9M
Non-Disc.$2.7B
Employees673
Clients11,657
DateMay 2021
Total AUM$3.5B
Discretionary$836.9M
Non-Disc.$2.7B
Employees673
Clients11,657
DateMay 2021
Total AUM$3.5B
Discretionary$836.9M
Non-Disc.$2.7B
Employees673
Clients11,657
DateMar 2021
Total AUM$3.5B
Discretionary$836.9M
Non-Disc.$2.7B
Employees673
Clients11,657
DateNov 2020
Total AUM$3.3B
Discretionary$605.9M
Non-Disc.$2.7B
Employees726
Clients8,052
DateSep 2020
Total AUM$3.3B
Discretionary$605.9M
Non-Disc.$2.7B
Employees726
Clients8,052
DateAug 2020
Total AUM$3.3B
Discretionary$605.9M
Non-Disc.$2.7B
Employees726
Clients8,052
DateJun 2020
Total AUM$3.3B
Discretionary$605.9M
Non-Disc.$2.7B
Employees726
Clients8,052
DateMay 2020
Total AUM$3.3B
Discretionary$605.9M
Non-Disc.$2.7B
Employees726
Clients8,052
DateJan 2020
Total AUM$1.9B
Discretionary$422.8M
Non-Disc.$1.5B
Employees703
Clients10,948
DateJan 2020
Total AUM$1.9B
Discretionary$422.8M
Non-Disc.$1.5B
Employees703
Clients10,948
DateSep 2019
Total AUM$1.9B
Discretionary$422.8M
Non-Disc.$1.5B
Employees703
Clients10,948
DateJul 2019
Total AUM$1.9B
Discretionary$422.8M
Non-Disc.$1.5B
Employees703
Clients10,948
DateJul 2019
Total AUM$1.9B
Discretionary$422.8M
Non-Disc.$1.5B
Employees703
Clients10,948
DateJul 2019
Total AUM$1.9B
Discretionary$422.8M
Non-Disc.$1.5B
Employees703
Clients10,948
DateJul 2019
Total AUM$1.9B
Discretionary$418.9M
Non-Disc.$1.5B
Employees703
Clients13,799
DateJun 2019
Total AUM$1.9B
Discretionary$418.9M
Non-Disc.$1.5B
Employees703
Clients13,799
DateMar 2019
Total AUM$1.9B
Discretionary$418.9M
Non-Disc.$1.5B
Employees703
Clients13,799
DateMar 2019
Total AUM$1.9B
Discretionary$418.9M
Non-Disc.$1.5B
Employees703
Clients13,799
DateMar 2019
Total AUM$1.9B
Discretionary$418.9M
Non-Disc.$1.5B
Employees703
Clients13,799
DateMar 2019
Total AUM$1.9B
Discretionary$418.9M
Non-Disc.$1.5B
Employees703
Clients13,799
DateDec 2018
Total AUM$1.9B
Discretionary$430M
Non-Disc.$1.4B
Employees695
Clients8,652
DateNov 2018
Total AUM$1.9B
Discretionary$430M
Non-Disc.$1.4B
Employees695
Clients8,652
DateSep 2018
Total AUM$1.9B
Discretionary$430M
Non-Disc.$1.4B
Employees695
Clients8,652
DateJun 2018
Total AUM$1.9B
Discretionary$430M
Non-Disc.$1.4B
Employees695
Clients8,652
DateMar 2018
Total AUM$1.9B
Discretionary$430M
Non-Disc.$1.4B
Employees695
Clients8,652
DateDec 2017
Total AUM$1.8B
Discretionary$402.3M
Non-Disc.$1.4B
Employees706
Clients6,596
DateDec 2017
Total AUM$1.8B
Discretionary$402.3M
Non-Disc.$1.4B
Employees706
Clients6,653
DateNov 2017
Total AUM$1.8B
Discretionary$402.3M
Non-Disc.$1.4B
Employees706
Clients6,653
DateSep 2017
Total AUM$2.6B
Discretionary$330.5M
Non-Disc.$2.2B
Employees706
Clients6,000
DateJul 2017
Total AUM$2.6B
Discretionary$330.5M
Non-Disc.$2.2B
Employees706
Clients6,000
DateJul 2017
Total AUM$2.6B
Discretionary$330.5M
Non-Disc.$2.2B
Employees706
Clients6,000
DateMar 2017
Total AUM$2.6B
Discretionary$330.5M
Non-Disc.$2.2B
Employees706
Clients6,000
DateMar 2017
Total AUM$2.6B
Discretionary$0
Non-Disc.$2.6B
Employees706
Clients6,000
DateDec 2016
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees685
Clients6,000
DateOct 2016
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees685
Clients6,000
DateSep 2016
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees685
Clients6,000
DateJun 2016
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees685
Clients6,000
DateMar 2016
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees685
Clients6,000
DateDec 2015
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees615
Clients6,000
DateJul 2015
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees615
Clients6,000
DateApr 2015
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees615
Clients6,000
DateMar 2015
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees615
Clients6,000
DateMar 2015
Total AUM$1.1B
Discretionary$0
Non-Disc.$1.1B
Employees705
Clients5,000
DateOct 2014
Total AUM$1.1B
Discretionary$0
Non-Disc.$1.1B
Employees705
Clients5,000
DateJun 2014
Total AUM$1.1B
Discretionary$0
Non-Disc.$1.1B
Employees705
Clients5,000
DateMar 2014
Total AUM$122M
Discretionary$0
Non-Disc.$122M
Employees705
Clients5,000
DateAug 2013
Total AUM$624.9M
Discretionary$0
Non-Disc.$624.9M
Employees695
Clients5,000
DateMar 2013
Total AUM$624.9M
Discretionary$0
Non-Disc.$624.9M
Employees695
Clients5,000
DateFeb 2013
Total AUM$469.2M
Discretionary$0
Non-Disc.$469.2M
Employees634
Clients3,000
DateFeb 2013
Total AUM$469.2M
Discretionary$0
Non-Disc.$469.2M
Employees634
Clients3,000
DateJan 2013
Total AUM$469.2M
Discretionary$0
Non-Disc.$469.2M
Employees634
Clients3,000
DateJan 2013
Total AUM$469.2M
Discretionary$0
Non-Disc.$469.2M
Employees634
Clients3,000
DateDec 2012
Total AUM$469.2M
Discretionary$0
Non-Disc.$469.2M
Employees634
Clients3,000
DateAug 2012
Total AUM$469.2M
Discretionary$0
Non-Disc.$469.2M
Employees51
Clients3,000
DateMar 2012
Total AUM$469.2M
Discretionary$0
Non-Disc.$469.2M
Employees51
Clients3,000
DateMar 2011
Total AUM$270.3M
Discretionary$0
Non-Disc.$270.3M
Employees51
Clients--
DateMar 2009
Total AUM$171.1M
Discretionary$0
Non-Disc.$171.1M
Employees51
Clients--
DateOct 2007
Total AUM$106M
Discretionary$0
Non-Disc.$106M
Employees51
Clients--
DateMar 2007
Total AUM$106M
Discretionary$0
Non-Disc.$106M
Employees51
Clients--
DateMar 2006
Total AUM$90M
Discretionary$0
Non-Disc.$90M
Employees51
Clients--
DateFeb 2006
Total AUM$62.7M
Discretionary$44.7M
Non-Disc.$18M
Employees51
Clients--
DateJan 2006
Total AUM$62.7M
Discretionary$44.7M
Non-Disc.$18M
Employees51
Clients--
DateOct 2005
Total AUM$62.7M
Discretionary$44.7M
Non-Disc.$18M
Employees51
Clients--
DateJan 2005
Total AUM$44.8M
Discretionary$11.8M
Non-Disc.$33M
Employees51
Clients--
DateJan 2005
Total AUM$44.8M
Discretionary$11.8M
Non-Disc.$33M
Employees51
Clients--
DateJan 2005
Total AUM$44.8M
Discretionary$11.8M
Non-Disc.$33M
Employees51
Clients--
DateAug 2004
Total AUM$44.8M
Discretionary$11.8M
Non-Disc.$33M
Employees51
Clients--
DateMar 2004
Total AUM$44.8M
Discretionary$11.8M
Non-Disc.$33M
Employees51
Clients--
DateOct 2001
Total AUM$39.1M
Discretionary$4.9M
Non-Disc.$34.2M
Employees--
Clients--
DateSep 2001
Total AUM$39.1M
Discretionary$4.9M
Non-Disc.$34.2M
Employees--
Clients--
DateJun 2001
Total AUM$39.1M
Discretionary$4.9M
Non-Disc.$34.2M
Employees--
Clients--
DateJun 2001
Total AUM$39.1M
Discretionary$4.9M
Non-Disc.$34.2M
Employees--
Clients--
DateMay 2001
Total AUM$27.9M
Discretionary$4.9M
Non-Disc.$23.1M
Employees--
Clients--