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CPS INVESTMENT ADVISORS
205 East Orange Street #310
Lakeland, Florida 33801-4611
Tel: 863-688-1725
About CPS INVESTMENT ADVISORS
CPS INVESTMENT ADVISORS, formally registered with the SEC as CPS INVESTMENT ADVISORS. The firm was established in 10/06/1989. They have over 1 offices throughout the country.
CPS INVESTMENT ADVISORS is a Lakeland, Florida based Financial Planning firm with nearly $2,353,432,854 assets under management, offering retirement planning & investment advisory services to 7120 clients. The firm is staffed with 25 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 104914 |
| SEC# | 801-35294 |
| Assets Managed by Firm | $2,353,432,854 |
| No. of Clients | 7120 |
| No. of Advisors | 25 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 7120 | $2,353,432,854 |
| Individuals (other than high net worth individuals) | 2372 | $449,579,173 |
| High net worth individuals | 678 | $1,472,706,084 |
| Pension and profit sharing plans | 273 | $266,416,730 |
| Charitable organizations | 21 | $60,340,213 |
| Corporations or other businesses | 36 | $104,390,654 |
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