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Cfs Cubic Financial Services, Inc.

CRD 126238SEC# 801-121847
Export (members)
No longer SEC-registered. Cfs Cubic Financial Services, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$145.8M
Employees
1
Accounts
162
Location
—

Cfs Cubic Financial Services, Inc. assets under management

Cfs Cubic Financial Services, Inc. operates as an SEC-registered investment adviser. It reports $145.8 million in regulatory assets under management and employs 1 people.
View on SEC.gov ↗

Cfs Cubic Financial Services, Inc. owners & executives

2 reported
NameTitleOwnershipSince
John Christopher Cubic ControlPresident/Chief Compliance OfficerUnder 5%1998
Mercer Global Advisors Inc. ControlParent CompanyOver 75%2024

Frequently asked questions

How much does Cfs Cubic Financial Services, Inc. manage?

Cfs Cubic Financial Services, Inc. reports $145.8 million in regulatory assets under management on its Form ADV.

How many employees does Cfs Cubic Financial Services, Inc. have?

Cfs Cubic Financial Services, Inc. reports 1 employees.

Does Cfs Cubic Financial Services, Inc. disclose fund performance?

Cfs Cubic Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Office hours9:00-4:00
Discloses disciplinary historyNo

Assets under management

Discretionary$145.8M
Non-discretionary$0
Total (RAUM)$145.8M