CMS FUND ADVISERS, LLC

308 E. Lancaster Avenue
Suite 300
Wynnewood, Pennsylvania 19096-2145
Tel: 610-896-3000

About CMS FUND ADVISERS, LLC

CMS FUND ADVISERS, LLC, formally registered with the SEC as CMS FUND ADVISERS, LLC. The firm was established in 09/30/2010. They have over 1 offices throughout the country.

CMS FUND ADVISERS, LLC is a Wynnewood, Pennsylvania based Financial Planning firm with nearly $5,802,342 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	154682
SEC#	801-71900
Assets Managed by Firm	$5,802,342
No. of Clients	3
No. of Advisors	5

Fee Structure

Other (NONE EXCEPT CARRIED INTEREST EARNED BY RELATED PARTIES)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	3	$5,802,342

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