Cms Fund Advisers, LLC
Cms Fund Advisers, LLC (CRD# 154682) is a financial advisory firm headquartered in Wynnewood, PA. They manage $14,839,769 in 7 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management15MILLION
-
Total Number of Accounts7ACCOUNTS
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Average Account Value$2,119,967
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
DE, PA
Financial Advisors at Cms Fund Advisers, LLC
No Advisor Found.
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