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COMMONWEALTH FINANCIAL SERVICES

Tel: 304-422-3531
373 Timberline Parkway
Vienna, West Virginia  26105

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COMMONWEALTH FINANCIAL SERVICES

COMMONWEALTH FINANCIAL SERVICES is a Vienna, West Virginia based financial advisory firm with nearly $774,786,979 in assets under management and provides investment advisory services for 4851 clients. There are currently 26 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 , Other (LENDING SERVICES AND FINANCIAL INSTITUTION CONSULTING SERVICES)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

324930

SEC#:

801-127499

No. of Clients:

4851

Assets under Management

$774,786,979

No. of Advisors:

26

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