CFS WEALTH MANAGEMENT
Tel: 478 471-1875 1515 Bass Road Suite D Macon, Georgia 31210
About CFS WEALTH MANAGEMENT
CFS WEALTH MANAGEMENT is a Macon, Georgia based financial advisory firm with nearly $135,590,926 in assets under management and provides investment advisory services for 455 clients. There are currently 3 financial advisors at the firm.
General Information
Firm CRD#:
135579
Firm SEC#:
801-130591
Assets Under Management:
$135,590,926
No. of Clients:
455
No. of Advisors:
3
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Other (ADVICE ON CLIENT'S EMPLOYER RETIREMENT BENEFITS)
Fee Structure:
A percentage of AUM, Fixed fees
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