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CPS Investment Advisors

EST. AUM
$2,656,293,459

CONTACTS
7

CLIENT ACCOUNTS
7,030

Firm Details

Metro area Tampa
CRD Number 104914
Website cpsinvest.com
Client types

Overview

CPS Investment Advisors is an independent financial advisory firm headquartered in Lakeland, Florida. Founded in 1975 as Chas P. Smith & Associates, PA, the firm has evolved from a traditional CPA practice into a comprehensive wealth management company offering a range of services including financial planning, retirement account management, and investment advisory services. CPS Investment Advisors also manages a TAMP program designed for CPAs offering back-office support, portfolio management services, and access to a network of professionals, enabling them to offer holistic financial planning to their clients.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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