CFS INVESTMENT ADVISORY SERVICES LLC

97 Lackawanna Avenue
Suite 101
Totowa, New Jersey 07512
Tel: 973-826-8800

About CFS INVESTMENT ADVISORY SERVICES LLC

CFS INVESTMENT ADVISORY SERVICES LLC, formally registered with the SEC as CFS INVESTMENT ADVISORY SERVICES LLC. The firm was established in 12/28/1993. They have over 3 offices throughout the country.

CFS INVESTMENT ADVISORY SERVICES LLC is a Totowa, New Jersey based Financial Planning firm with nearly $2,087,107,293 assets under management, offering retirement planning & investment advisory services to 3323 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106577
SEC#	801-45064
Assets Managed by Firm	$2,087,107,293
No. of Clients	3323
No. of Advisors	10

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

Firm Client Information

	No. of Clients	AUM
Firm Total	3323	$2,087,107,293
Individuals (other than high net worth individuals)	746	$219,653,787
High net worth individuals	349	$1,097,225,007
Pension and profit sharing plans	82	$763,164,161
Charitable organizations	Fewer than 5 clients	$1,469,959
Corporations or other businesses	6	$5,594,379

More Retirement Planning firms in Totowa, New Jersey:

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PGIM, INC. 655 Broad St. Newark, NJ, 07102	$1,014,741,753,029	1021	1705
UBS FINANCIAL SERVICES INC. 1200 Harbor Boulevard Weehawken, NJ, 07086	$702,387,082,915	1093486	12701
MANAGED ACCOUNT ADVISORS LLC 101 Hudson Street Jersey City, NJ, 07302	$691,908,159,462	1840565	61
METLIFE INVESTMENT MANAGEMENT, LLC One Metlife Way Whippany, NJ, 07981	$499,516,358,508	637	925
BLACKROCK INVESTMENT MANAGEMENT, LLC 1 University Square Drive Princeton, NJ, 08540	$458,191,510,749	46332	1483

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