Cuso Financial Services Revenue, Growth & Competitor Profile

DBA CUSO FINANCIAL SERVICES, L.P.

Company Profile & Annual Report for Cuso Financial Services

Access the complete profile.

Cuso Financial Services Fast Facts

Revenue	$100 - $500 million    See Exact Annual Revenue
Employees	500 - 1,000Exact Company Size
Primary Industry	52312 Securities Brokerage
Address	10150 Meanley Drive, 1st Floor San Diego, CA 92131

Note: Revenues for privately held companies are statistical evaluations.


Cuso Financial Services's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Cuso Financial Services's annual revenues are $100 - $500 million (see exact revenue data)
• What industry is the company in?
  • Cuso Financial Services is classified as operating in the Securities Brokerage industry, NAICS Code 52312.

Cuso Financial Services Annual Revenue and Growth Rate

Cuso Financial Services	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$100 - $500 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Cuso Financial Services's revenues are gauged from an analysis of company filings.

Cuso Financial Services's Income Statement (based on Industry Averages)

Cuso Financial Services P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Cuso Financial Services is developing and marketing. Cuso Financial Services doesn't have any recent trademark applications, indicating Cuso Financial Services is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
FUNDVISION Providing temporary use of online, non-downloadable software for use in trading of securities in the fields of finance and investments; providing temporary use of online, non-downloadable software for portfolio management in the fields of finance and investments	05/12/2017
BUILDMYPROFILE Providing temporary use of non-downloadable computer software for storage and transmission of data; providing temporary use of non-downloadable computer software for secure storage and transmission of data; providing temporary use of non-downloadable computer software for providing wireless access to data and databases; providing temporary use of non-downloadable computer software for transmission of information for purposes of financial management; providing temporary use of non-downloadable computer software for management of investments; providing temporary use of non-downloadable computer software for building a profile of information to assist financial management professionals in making investment, tax, and financial management decisions	07/07/2016
SENDMYDOCS Computer software for storage and transmission of data; computer software for providing wireless access to data and databases; computer software for scanning, imaging, saving, uploading, transmission, downloading, and storage of images and documents; computer software for management of investments; computer software for financial management	07/07/2016

See all trademarks and details in the Full Report.

Market Share of Cuso Financial Services's Largest Competitors

A competitive analysis shows these companies are in the same general field as Cuso Financial Services, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
RITE-VALUE PHARMACY	Louisa, KY	100
CHARLES SCHWAB BANK SSB	Westlake, TX	47
LPL FINANCIAL	Fort Mill, SC	28
UBS FINANCIAL SERVICES	Weehawken, NJ	26
RBC USA HOLDCO	Minneapolis, MN	18
TD AMERITRADE INVESTMENT MANAGEMENT	Omaha, NE	14
AMERITRADE ONLINE HOLDINGS	Omaha, NE	14
MIZUHO SECURITIES USA	New York, NY	12
ROBERT W. BAIRD	Milwaukee, WI	10

Nearby Competitors

These companies are similar in business line and location to Cuso Financial Services. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
CUSO FINANCIAL SERVICES	San Diego, CA	100
NEXT RETIREMENT SOLUTIONS	San Diego, CA	14
INDEPENDENT FINANCIAL GROUP	San Diego, CA	14
INVESTMENT PLACEMENT GROUP	San Diego, CA	6
HUA YING	San Diego, CA	6
DOWLING & YAHNKE	San Diego, CA	5

Future Competition: Cuso Financial Services's Fastest Growing Competitors

These companies are in the same general field as Cuso Financial Services and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)