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CUMBIE ADVISORY SERVICES, INC
CRD 142606
306 WEST 7TH STREET, SUITE 442, FORT WORTH, TX, 76102-4905, United States
Phone
817-335-1181
Fax
817-335-1225
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
2 total employees; 2 advisory reps; 66 broker-dealer reps
Clients
51-100
Fees
Hourly charges; Fixed fees; A PERCENTAGE OF ASSETS UNDER CONSULT
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningSelection of other advisersPORTFOLIO REVIEW AND SPECIAL PROJECTS CONSULT.
All web addresses on file
Official SEC filing: View on IAPD