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CPA INVESTMENT SOLUTIONS, LLC
YARDLEY, PA
215-497-5050
SEC #801-58133Total AUM
$38.1M
Employees
5Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1002 FLORAL VALE BLVD
YARDLEY
PA 19067
United States
YARDLEY
PA 19067
United States
Operating Hours
9AM-5PM
Monday - Friday
Monday - Friday
Phone
215-497-5050
Financials
Total AUM
$38.1M
Accounts
92Discretionary
$29.3M
Accounts
71Non-Discretionary
$8.8M
Accounts
21
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
PA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.