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CFS INVESTMENT ADVISORY SERVICES LLC
CRD 106577 · SEC 801-45064
97 LACKAWANNA AVENUE, SUITE 101, TOTOWA, NJ, 07512, United States
Phone
973-826-8800
Fax
973-256-8688
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.73B
Discretionary AUM
$1.85B
Team
13 total employees; 10 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 607 | $144.6M |
| High net worth individuals | 532 | $1.61B |
| Pension/profit sharing plans | 87 | $942.5M |
| Charitable organizations | 5 | $21.1M |
| Corporations/business entities | 7 | $7.5M |
States served
CA, CO, LA, MD, MA, NJ, NY, NC, PA, SC, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD