Capital Management Services

Capital Management Services

Investment Management, 175 Strafford Ave, Wayne, Pennsylvania, 19087, United States, 11-50 Employees

cms-advisors.com

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phone no Phone Number: +17*********

Who is CAPITAL MANAGEMENT SERVICES

Capital Management Services, Inc. was established as a Registered Investment Advisor in 1986. However, we have been providing comprehensive financial services since 1976. CMS, Inc. is reg...

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  • 175 Strafford Ave, Wayne, Pennsylvania, 19087, United States Headquarters: 175 Strafford Ave, Wayne, Pennsylvania, 19087, United States
  • 1986 Date Founded: 1986
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $10 Million to $25 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Investment Management

SIC SIC Code: 6282

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Capital Management Services Org Chart and Mapping

Employees

Matthew Purtill

Chief Compliance Officer / Director of Operations

Lisamarie Palfy

Administrative Assistant to the President

Susan Durachko

Director of Client Services

Bradley Lawrence

Junior Financial Advisor

Similar Companies to Capital Management Services

Brandywine Global Investment Management

  • 201-500 201-500
  • 100 Million to 250 Million $ 100 Million to 250 Million

Capital Management Services, LP

  • 201-500 201-500
  • 100 Million to 250 Million $ 100 Million to 250 Million

Stevens Capital Management LP

  • 51-200 51-200
  • 10 Million to 25 Million $ 10 Million to 25 Million
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Frequently Asked Questions Regarding Capital Management Services

Answer: Capital Management Services's headquarters are located at 175 Strafford Ave, Wayne, Pennsylvania, 19087, United States

Answer: Capital Management Services's phone number is +17*********

Answer: Capital Management Services's official website is https://cms-advisors.com

Answer: Capital Management Services's revenue is $10 Million to $25 Million

Answer: Capital Management Services's SIC: 6282

Answer: Capital Management Services has 11-50 employees

Answer: Capital Management Services is in Investment Management

Answer: Capital Management Services top competitors include: Brandywine Global Investment Management , Capital Management Services, LP , Stevens Capital Management LP

Answer: Capital Management Services contact info: Phone number: +17********* Website: https://cms-advisors.com

Answer: Capital Management Services, Inc. was established as a Registered Investment Advisor in 1986. However, we have been providing comprehensive financial services since 1976. CMS, Inc. is registered with the Securities Exchange Commission. We offer a full range of financial services, including private investment counsel through major Investment Advisory Firms. This provides our clients with access to some of the nation's most successful and recognized institutional separate account managers. Capital Management Services, Inc. provides services to over 500 clients throughout the United States from its headquarters in Wayne, Pennsylvania. The majority of our clients are business owners, corporate executives and professionals, a clientele with planning needs ranging from simple to complex. Feldman and Associates is an insurance and executive benefit planning firm, comprised of a select group of independent consultants who have joined together to provide quality advice and well-designed products to individuals as well as professional and corporate clients. Our consultants have broad experience and proven expertise in specific areas of insurance, investments*, benefit planning and retirement programs. They are used to working with closely-held businesses and professional firms as well as individuals regarding their insurance and estate planning needs. For more information, contact: Michael E. Feldman, CFP Capital Management Services, Inc. 175 Strafford Ave, Suite 300, Wayne, PA 19087 1-800-664-0442 *Securities are offered solely through Registered Representatives of Comprehensive Asset Management and Servicing, Inc. Capital Management Services, Inc. and Feldman and Associates are independent of Comprehensive Asset Management and Servicing, Inc.

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