Cfs Investment Advisory Services LLC
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Overview
Cfs Investment Advisory Services LLC operates as a financial advisory firm located in Totowa, New Jersey. The firm manages $1.8 billion in assets under management throughout 3,068 customer accounts, placing it among the largest firms in the country by assets under management (AUM). It has a small group, including 8 financial advisors. Cfs Investment Advisory Services LLC is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer company to do so. Securities are defined as tradable fiscal investments like stocks, options and bonds.
Cfs Investment Advisory Services LLC manages more than half of its client assets on a discretionary basis. Discretionary management signifies that an investment advisor makes buy and sell decisions without needing to seek client consent. It also has 84 non-discretionary accounts totaling $721.3 million in AUM. Cfs Investment Advisory Services LLC's typical account size is $590,127. The typical advisor at Cfs Investment Advisory Services LLC administers around 384 client accounts.
The company's central office is at 97 Lackawanna Avenue, Totowa, New Jersey 7512. Cfs Investment Advisory Services LLC is allowed to provide services to investors across 15 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Cfs Investment Advisory Services LLC by the Numbers
$1.8 billion
12
3,068
$590.1 thousand
Products and Services
Cfs Investment Advisory Services LLC offers a variety of financial services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. In the past fiscal year, the company provided 51-100 of its clients with financial planning services. The firm does not sell products or offer services other than investment advisory services to its investment advisory accounts.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management usually depend on which services are provided. Fee types billed by the company can consist of the following fee types: asset-based, hourly or fixed. The company participates in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm works with retail investors, high net worth investors, pension plans and corporations. Out of its 3,068 clients, Cfs Investment Advisory Services LLC's largest client type by number of accounts is retail investors, although it also serves 266 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 in AUM or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of the company's accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 25.73%
- Other Individuals - 65.38%
- Corporations - 8.9%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Cfs Investment Advisory Services LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Cfs Investment Advisory Services LLC
Totowa, NJ
Totowa, NJ
Totowa, NJ
Totowa, NJ
Totowa, NJ
Totowa, NJ
Totowa, NJ
Totowa, NJ
Totowa, NJ
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.