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Home > Retirement Planners > pennsylvania > wynnewood > CMS FUND ADVISERS, LLC
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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