Cuenca, Frank Augustine (San Diego)

Name: Cuenca, Frank Augustine
Address: 707 Broadway, San Diego, CA, 92101
Telephone: 619-230-9200

Cuenca, Frank Augustine is a large advisory firm based in San Diego. It manages $240 million of regulatory assets for 715 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Arizona, California, Colorado, and 10 other states.

Cuenca, Frank Augustine provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Cuenca, Frank Augustine: assets under management

The assets under management (AUM) of Cuenca, Frank Augustine is $240 million. The firm's AUM has grown by 323% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $84 million in discretionary accounts and $156 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $258.46 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $400 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Cuenca, Frank Augustine for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Diego

The principal office where Cuenca, Frank Augustine performs its advisory services is located at 707 Broadway, San Diego, CA 92101, which is also the mailing address of the firm. An additional office of the firm is in Overland Park, KS. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 619-230-9200 or by fax 800-900-0222. The normal business hours are 7:00 - 5:30 on Monday - Friday. You can find more information about the New York firm at theretirementgroup.com.

Cuenca, Frank Augustine (San Diego)

Cuenca, Frank Augustine: assets under management

Fees & Commissions

Based in San Diego

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