Cms Fund Advisers, LLC

Cms Fund Advisers, LLC (CRD# 154682) is a financial advisory firm headquartered in Wynnewood, PA. They manage $19,077,259 in 7 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $2,725,323
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DE, MD, PA

Financial Advisors at Cms Fund Advisers, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Morey H. Goldberg
CRD#: 1741133
308 E. Lancaster Avenue, Suite 300, Wynnewood, PA 19096
93
Wealthminder
score

Morey Goldberg (CRD# 1741133) is an Investment Advisor Representative working at Cms Fund Advisers, LLC in Wynnewood, PA and has over 28 years of experience in the finance industry.

2
William A. Landman
CRD#: 4342118
308 E. Lancaster Avenue, Suite 300, Wynnewood, PA 19096
93
Wealthminder
score

William Landman (CRD# 4342118) is an Investment Advisor Representative working at Cms Fund Advisers, LLC in Wynnewood, PA and has over 13 years of experience in the finance industry.

3
Paul Silberberg
CRD#: 1014371
308 E. Lancaster Avenue, Suite 300, Wynnewood, PA 19096
93
Wealthminder
score

Paul Silberberg (CRD# 1014371) is an Investment Advisor Representative working at Cms Fund Advisers, LLC in Wynnewood, PA and has over 35 years of experience in the finance industry.

4
Mark I. Solomon
CRD#: 1014516
308 E. Lancaster Avenue, Suite 300, Wynnewood, PA 19096
68
Wealthminder
score

Mark Solomon (CRD# 1014516) is an Investment Advisor Representative working at Cms Fund Advisers, LLC in Wynnewood, PA and has over 35 years of experience in the finance industry.

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