Cms Fund Advisers, LLC

Cms Fund Advisers, LLC (CRD# 154682) is a financial advisory firm headquartered in Wynnewood, PA. They manage $5,883,362 in 3 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
308 E. Lancaster Avenue, Suite 300, Wynnewood, PA 19096
http://www.cmsco.com (no longer available)
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $1,961,121
Compensation Options
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DE, PA

Financial Advisors at Cms Fund Advisers, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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