Cpa Investment Solutions, LLC
Cpa Investment Solutions, LLC (CRD# 108317) is a financial advisory firm headquartered in Yardley, PA. They manage $36,900,488 in 79 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Cpa Investment Solutions, LLC
By the Numbers
-
Total Assets Under Management37MILLION
-
Total Number of Accounts79ACCOUNTS
-
Average Account Value$467,095
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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.
NJ, PA
Financial Advisors at Cpa Investment Solutions, LLC
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.