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).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • 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
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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