Cusource, LLC is a large advisory firm based in Plano. It manages $40.91 billion of regulatory assets for 84 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Louisiana, and Texas.
Cusource provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cusource, LLC is $40.91 billion. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Cusource, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Cusource is banking or thrift institutions with 84 clients and $40.91 billion of assets under management. Among the 7 most similar advisory firms, Cusource has the highest percentage of banking or thrift institutions out of all clients.
The amount of regulatory assets under management is $40.91 billion for 84 clients. None of the firm’s clients are foreign persons or businesses.
Cusource doesn't advise any private funds.
The company employs 9 people that are either part- or full-time employees. 56 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Cusource, LLC performs its advisory services is located at 6801 Parkwood Boulevard, Plano, TX 75024 7198, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 800-442-6427 or by fax 214-703-7919. The normal business hours are 8:00 a.m. - 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at catalyststrategic.org.