CMS WEALTH MANAGEMENT

Strafford Bldg Four, Ste 300
175 Strafford Avenue
Wayne, Pennsylvania 19087-3333
Tel: 610-254-0001

About CMS WEALTH MANAGEMENT

CMS WEALTH MANAGEMENT, formally registered with the SEC as CMS WEALTH MANAGEMENT. The firm was established in 11/19/1987. They have over 1 offices throughout the country.

CMS WEALTH MANAGEMENT is a Wayne, Pennsylvania based Financial Planning firm with nearly $396,878,784 assets under management, offering retirement planning & investment advisory services to 904 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105903
SEC#	801-30898
Assets Managed by Firm	$396,878,784
No. of Clients	904
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	904	$396,878,784
Individuals (other than high net worth individuals)	199	$65,119,806
High net worth individuals	118	$331,758,978

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