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CUMBIE ADVISORY SERVICES, INC

CRD 142606

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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