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Home > Retirement Planners > missouri > manchester > CAPITAL MANAGEMENT SERVICES, INC.
CAPITAL MANAGEMENT SERVICES, INC.
410 Sovereign Ct.
Suite 14
Manchester, Missouri 63011
Tel: 636-207-5829
About CAPITAL MANAGEMENT SERVICES, INC.
CAPITAL MANAGEMENT SERVICES, INC, formally registered with the SEC as CAPITAL MANAGEMENT SERVICES, INC. The firm was established in 01/21/2020. They have over 5 offices throughout the country.
CAPITAL MANAGEMENT SERVICES, INC. is a Manchester, Missouri based Financial Planning firm with nearly $137,116,000 assets under management, offering retirement planning & investment advisory services to 549 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 118260 |
| SEC# | 801-117988 |
| Assets Managed by Firm | $137,116,000 |
| No. of Clients | 549 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 549 | $137,116,000 |
| Individuals (other than high net worth individuals) | 123 | $133,816,000 |
| High net worth individuals | 2 | $2,500,000 |
| Pension and profit sharing plans | 1 | $800,000 |
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