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CAPITAL MANAGEMENT SERVICES, INC.
Tel: 636-207-5829
410 Sovereign Ct. Suite 14
Manchester, Missouri 63011
CAPITAL MANAGEMENT SERVICES, INC.
CAPITAL MANAGEMENT SERVICES, INC. is a Manchester, Missouri based financial advisory firm with nearly $137,116,000 in assets under management and provides investment advisory services for 549 clients. There are currently 6 financial advisors at the firm.
General Information
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
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
118260
SEC#:
801-117988
No. of Clients:
549
Assets under Management
$137,116,000
No. of Advisors:
6
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