| Name | Title | Ownership | Since |
|---|---|---|---|
| Catalyst Corporate Federal Credit Union Control | Member | Over 75% | 1998 |
| Mark William Debree | Principal | Under 5% | 2019 |
| Michael Andrew McGinnis Control | Designated Principal | Under 5% | 2019 |
Cusource, LLC reports $49.2 billion in regulatory assets under management on its Form ADV.
Cusource, LLC reports 7 employees.
Cusource, LLC is based in Plano, TX and has been SEC-registered since 1989.
Cusource, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 6801 Parkwood Boulevard, Plano, TX 75024-7198 |
| Phone | 800-442-6427 |
| Fax | 214-703-7906 |
| Office hours | 8:00 a.m. - 5:30 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | — |
| Non-discretionary | $49.24B |
| Total (RAUM) | $49.24B |