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COMMONWEALTH FINANCIAL SERVICES
VIENNA, WV
304-422-3531
SEC #801-127499Total AUM
$994.7M
Employees
26Clients
2,271Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
373 TIMBERLINE PARKWAY
VIENNA
WV 26105
United States
VIENNA
WV 26105
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
304-422-3531
Other Offices
4
Financials
Total AUM
$994.7M
Accounts
5,003Discretionary
$977.2M
Accounts
4,792Non-Discretionary
$17.6M
Accounts
211
Clients
Individual Clients
1,990AUM
$498.5M
HNW Individual Clients
226AUM
$471.9M
Pension/Profit Sharing Plan Clients
13AUM
$4.4M
Charitable Organization Clients
9AUM
$1.3M
Corporation or Business Clients
24AUM
$12M
Other Clients
9AUM
$6.6M
Description of Other Clients
TRUSTS THAT ARE NOT REV LIV TRS
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
LENDING SERVICES AND FINANCIAL INSTITUTION CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CAFLGAINLAMDNCNDNENYOHPASCTNTXVAWV
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.