|
⚲
|
| Capital Management Services Inc
✚
|
|
|---|---|
| CRD # | 105903 |
| SEC # | 801-30898 |
| CIK # | 0001926723 |
| AUM | $137.1 MM (2024-03-25) |
| Employees | 8 (50% Investors, 50% Brokers) |
| Phone | 610-254-0001 |
| Address | Strafford Bldg Four, Ste 300 Wayne, PA 19087-3333 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 182 | 61.6 |
| (b) Individuals (high net worth individuals) | 105 | 287.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 9.2 |
| (n) Other | 0 | 0.0 |
| Total | 862 | 358.2 |
| By Discretionary | ||
| Discretionary | 850 | 345.7 |
| Non-Discretionary | 12 | 12.5 |
| Total | 862 | 358.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 358.2 | |
| Total | 862 | 358.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001926723] |
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