CUBIC Advisors

Engineering Software · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

28 S Waterloo Rd Ste 202, Devon, Pennsyl...

Phone Number

(610) 788-2142

Revenue

$5.2 Million

Industry

Engineering Software Software
ZI Rank: 1
Signal Type
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Feb
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ZI Rank
1
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About CUBIC Advisors

CUBIC Advisors LLC specializes in wealth management and investment advisory services, focusing on helping individuals and families build, preserve, and manage their wealth. They offer a range of services including investment planning, retirement planning, tax-efficient strategies, and estate planning. The company is committed to a client-first approach, providing personalized service and transparent communication. With over 25 years of experience and a fiduciary commitment, CUBIC Advisors aims to help clients achieve their long-term financial goals.Explore more
CUBIC Advisors's Social MediaPopular SearchesCubic Advisors LLCCUBIC Financial AdvisorsCubic AdvisorsCubic Advisers LLCCubicadvisors.comSIC Code 73,737NAICS Code 51,513Show more

CUBIC Advisors Org Chart

PhoneEmail
DP
United States flag for contact location.

Advisor

PhoneEmail
JS
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Advisor, Founder and Managing Member

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CUBIC Advisors

$5.2M
1-10
Private
-
2005
$5.4M
11-50
Private
-
2004
LJ
Letha JosephVice President and CCO
<$5M
1-10
Private
<$5M
2013
GK
Gary KatzPresident
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
<$5M
1-10
Private
-
2006
Ryan Murphy, President at Pacific Coast Investment Advisors
Ryan MurphyPresident
<$5M
11-50
Private
-
2000
GB
Grace BennettPrincipal, Portfolio Manager and Chief Strategy Officer
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
Illustration of an envelope

Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

CUBIC Advisors is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

CUBIC Advisors is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about CUBIC Advisors.

CUBIC Advisors Tech Stack

A closer look at the technologies used by CUBIC Advisors

Top Engineering Software Companies

Frequently Asked Questions Regarding CUBIC Advisors

What is CUBIC Advisors's official website?
CUBIC Advisors's official website is www.cubicadvisors.com
What is CUBIC Advisors's Revenue?
CUBIC Advisors's revenue is $5.2 Million
What is CUBIC Advisors's SIC code?
CUBIC Advisors's SIC: 73,737
What is CUBIC Advisors's NAICS code?
CUBIC Advisors's NAICS: 51,513
How many employees does CUBIC Advisors have?
CUBIC Advisors has 1-10 employees
What industry does CUBIC Advisors belong to?
CUBIC Advisors is in the industry of: Engineering Software, Software
What is CUBIC Advisors competition?
CUBIC Advisors top competitors include: Woodmont Investment Counsel, Brook Capital, Evanson Asset Management, Wealth Advisory Services
What technology does CUBIC Advisors use?
Some of the popular technologies that CUBIC Advisors uses are: Imperva Incapsula, Microsoft 365, GlobalSign, Cloudflare Security
How do I contact CUBIC Advisors?
CUBIC Advisors contact info: Phone number: (610) 788-2142 Website: www.cubicadvisors.com
What does CUBIC Advisors do?

CUBIC Advisors LLC specializes in wealth management and investment advisory services, focusing on helping individuals and families build, preserve, and manage their wealth. They offer a range of services including investment planning, retirement planning, tax-efficient strategies, and estate planning. The company is committed to a client-first appr... oach, providing personalized service and transparent communication. With over 25 years of experience and a fiduciary commitment, CUBIC Advisors aims to help clients achieve their long-term financial goals.Read More

What are CUBIC Advisors social media links?
CUBIC Advisors Linkedin page
Is CUBIC Advisors a public company?
CUBIC Advisors is private company therefore does not currently have an official ticker symbol
See more information about CUBIC Advisors

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