CFS INVESTMENT ADVISORY SERVICES LLC

RIASEC RegisteredEst. 1993

Total AUM

$2.7B

Discretionary

$1.9B

68% of AUM

Avg account

$794K

Accounts

3,437

Employees

Advisory reps

Firm details

Headquarters: TOTOWA, New Jersey
CRD number: 106577
Registered since: December 28, 1993
Website: www.cfsias.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, RAYMOND JAMES & ASSOCIATES, INC., GREAT-WEST TRUST COMPANY, LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI59.14%
Pension & Profit Sharing Plans34.52%
Individuals5.3%
Charitable Organizations0.77%
Corporations / Businesses0.27%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

CFS Investment Advisory Services LLC is an independent, privately owned registered investment adviser organized as an LLC and SEC-registered since 1993. The firm serves both individual and family clients as well as institutional mandates, and describes itself as a capital allocator. Its business combines advisory and insurance-broker activities. Advisory offerings include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services and selection-of-other-advisers work. Fees are charged as a percentage of assets under management and via fixed fees. The firm does not identify as an active ESG investor and is not reported as a multi-state adviser. CFS has received third-party recognition: Financial Times named it among Top 300 RIA Firms in 2020, FA Magazine included it in Top RIA Firms in 2020, and Forbes listed it among Top RIA Firms in 2022, 2023 and 2024.