CPS Financial & Insurance Services, Inc.

Overview

CPS Financial & Insurance Services, Inc. is a corporate registered investment adviser that has been registered with the SEC since 1997. Public records describe the firm as a domestic entity with an individual owner and list its regulatory classification as unclassified. Available disclosures indicate the firm does not operate as a capital allocator, does not identify as an ESG-focused investor, and is not documented as a multi-state adviser, pension consultant, or related adviser to another registered firm. The firm has provided little detail about its client segments, fee models, specific business activities, or advisory offerings.

Assets & Accounts

Location & Offices