Capital Management Services

EST. AUM
$396,878,784

CONTACTS
4

CLIENT ACCOUNTS
904

Firm Details

Metro area Philadelphia
CRD Number 105903
Website cms-advisors.com
Client types

Overview

Capital Management Services, Inc. (CMS, Inc.) was established as a Registered Investment Advisor in 1986, although it has been delivering comprehensive financial services since 1976. Registered with the Securities Exchange Commission, CMS, Inc. offers a full spectrum of financial services, including private investment counsel through major Investment Advisory Firms, granting clients access to some of the nation's most esteemed institutional separate account managers. Headquartered in Wayne, Pennsylvania, CMS, Inc. serves over 500 clients across the United States, primarily consisting of business owners, corporate executives, and professionals with a diverse range of planning needs. Feldman and Associates, an insurance and executive benefit planning firm, comprises a select group of independent consultants dedicated to providing quality advice and well-designed products to individuals, as well as professional and corporate clients. The consultants possess extensive experience and proven expertise in various areas, including insurance, investments, benefit planning, and retirement programs, and are adept at addressing the insurance and estate planning needs of closely-held businesses and professional firms.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Capital Management Services

Platform Details

Investment Preferences

Alternative Activity

Address

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