CAPITAL MANAGEMENT SERVICES, INC. - Financial Advisor in Missouri, Manchester

Tel: 636-207-5829 410 Sovereign Ct. Suite 14 Manchester, Missouri 63011

About CAPITAL MANAGEMENT SERVICES, INC.

CAPITAL MANAGEMENT SERVICES, INC. is a Manchester, Missouri based financial advisory firm with nearly $137,116,000 in assets under management and provides investment advisory services for 549 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

118260

Firm SEC#:

801-117988

Assets Under Management:

$137,116,000

No. of Clients:

549

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Fee Structure:

A percentage of AUM, Fixed fees

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