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Cubed Systems

Headquartered in LAS VEGAS, NV

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Firm Information

Cubed Systems is an investment advisor with 1 investment advisor representative, managing approximately $48.70 million in assets for 115 clients. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. Their client base includes high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. The firm also offers a wrap fee program.

Cubed Systems

$48.70M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

CUBED SYSTEMS has a total of 1 branch locations across the country.
location

LAS VEGAS, NV

Advisors at Cubed Systems

View All 1 Advisors
Unclaimed
Robert Patrick Baffa

CFP®, RA

LAS VEGAS, NV

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Disclosures

There are no public disclosures for Cubed Systems.

Frequently Asked Questions (5)

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