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Building 2CMS FUND ADVISERS, INC.

Map pinWYNNEWOOD, PA
Phone(610) 896-3000
NotebookSEC #801-61600
Total AUM
$1.3B
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
308 E. LANCASTER AVENUE
SUITE 300
WYNNEWOOD
PA 19096-2145
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
(610) 896-3000

ReceiptFinancials

Total AUM
$1.3B
Accounts
68
Discretionary
$0
Accounts
0
Non-Discretionary
$1.3B
Accounts
68

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningMarket TimingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
A PERCENTAGE OF COMMITTED AND/OR CONTRIBUTED CAPITAL

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
ALCACTDCDEFLGAILINMAMDMINCNHNJNYOHORPARITNTXVAVTWI

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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