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CBS FUNDING, INC.
CRD 158408
10155 BROADVIEW ROAD, SUITE 6, BROADVIEW HEIGHTS, OH, 44147-3296, United States
Phone
440-717-1604
Fax
440-717-1610
Registration
— (—)
Source
State registered
Total AUM
$70.5M
Discretionary AUM
$51.4M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 33 | $5.8M |
| High net worth individuals | 2 | $19.4M |
| Pension/profit sharing plans | 17 | $45.3M |
All web addresses on file
Official SEC filing: View on IAPD