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Cfs Cubic Financial Services, Inc. (White Plains)


Cfs Cubic Financial Services, Inc. is an adviser based in White Plains. It manages $45.59 million of regulatory assets for 168 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Florida, Georgia, North Carolina, and Texas.

Cfs Cubic Financial Services provides portfolio management for individuals and small businesses and advisory consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cfs Cubic Financial Services: assets under management

The assets under management (AUM) of Cfs Cubic Financial Services, Inc. is $45.59 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 44% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $45.59 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $271.38 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cfs Cubic Financial Services, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in White Plains

The principal office where Cfs Cubic Financial Services, Inc. performs its advisory services is located at 1230 Tal Lewis Road, White Plains, GA 30678 The mailing address of the firm is 6350 Lake Oconee Parkway, Greensboro, GA 30642. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 770-495-1500. The normal business hours are 9:00-4:00 on Monday - Friday.


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