CFS celebrated its tenth straight year of profitability
Launched the Financial Management Center (FMC), a client-facing, online referral tool
Our dataVISION® system certified as an electronic books and record-keeping system by the SEC
Introduced our online registration database and tracking system
CFS surpassed $50 million in annual revenue and continued to maintain profitability, distributing more than $1 million to our limited partners
CFS introduced interactive account form and staring-through trade processing
CFA incorporated a supervisory workflow system, including document scanning, trade review and approvals, into the dataVISION® system
CFS aggregated all accounts into a single platform, presenting an integrated picture of AUM and revenue on a daily basis
CFS introduced a suite of low-cost comprehensive Plan options
CFS was founded in November 1996
Headquartered in San Diego, CA, with regional program management offices located in Northern and Southern CA, MA, MN, NM, NY, NC, OH, PA, and TX.
10150 Meanley Drive
San Diego, CA 92131
Email Us: email@example.com
Sales Information: firstname.lastname@example.org
Technology Inquiries: dataVISION Help Desk
Non-deposit investment products and services are offered through CUSO Financial Services, LP (“CFS”) or Sorrento Pacific Financial, LLC ("SPF"), registered broker-dealers (Member FINRA (www.finra.org) / SIPC (www.sipc.org) and SEC Registered Investment Advisors. Products offered through CFS and SPF: are not federally insured, are not guarantees or obligations of banks or credit unions, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS or SPF. Credit Unions and Banks have contracted with CFS and SPF to make non-deposit investment products and services available to credit union members and bank customers.
Atria Wealth Solutions ("Atria") is not a registered broker-dealer or Registered Investment Advisor. CUSO Financial and Sorrento Pacific are subsidiaries of Atria.
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