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Building 2CMS WEALTH MANAGEMENT

Map pinWAYNE, PA
Phone610-254-0001
NotebookSEC #801-30898
Total AUM
$396.9M
Employees
8
Clients
319

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
STRAFFORD BLDG FOUR, STE 300
175 STRAFFORD AVENUE
WAYNE
PA 19087-3333
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
610-254-0001

ReceiptFinancials

Total AUM
$396.9M
Accounts
904
Discretionary
$384.1M
Accounts
894
Non-Discretionary
$12.8M
Accounts
10

ContactClients

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Individual Clients
199
AUM
$65.1M
HNW Individual Clients
118
AUM
$331.8M
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADEFLNHNJPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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