Cs Advisors Inc.

Cs Advisors Inc. (CRD# 130729) is a financial advisory firm headquartered in Boca Raton, FL. They manage $55,000,000 in 227 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    227
    ACCOUNTS
  • Average Account Value
    $242,291
Compensation Options
  • A percentage of assets under your management
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
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.

FL

Financial Advisors at Cs Advisors Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Steven L. Sherman
CRD#: 2351182
7999 N. Federal Highway, Suite 101, Boca Raton, FL 33444
93
Wealthminder
score

Steven Sherman (CRD# 2351182) is an Investment Advisor Representative working at Cs Advisors Inc. in Boca Raton, FL and has over 14 years of experience in the finance industry.

2
Alfred E. Townsend
CRD#: 847956
7999 N. Federal Highway, Suite 101, Boca Raton, FL 33444
93
Wealthminder
score

Alfred Townsend (CRD# 847956) is an Investment Advisor Representative working at Cs Advisors Inc. in Boca Raton, FL and has over 31 years of experience in the finance industry.

3
Alfred E. Townsend
CRD#: 6584452
7999 N. Federal Highway, Suite 101, Boca Raton, FL 33444
87
Wealthminder
score

Alfred Townsend (CRD# 6584452) is an Investment Advisor Representative working at Cs Advisors Inc. in Boca Raton, FL and has 1 year of experience in the finance industry.

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