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| Commonwealth Financial Services LLC
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| |
|---|---|
| CRD # | 324930 |
| SEC # | 801-127499 |
| CIK # | 0001536755 |
| AUM | $649.5 MM (2024-08-22) |
| Employees | 25 (44% Investors, 0% Brokers) |
| Phone | 304-422-3531 |
| Address | 585 College Parkway Parkersburg, WV 26104 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 9.3 | |
| NVDA | 399,550.0 | 8.1 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,207 | 573.0 |
| (b) Individuals (high net worth individuals) | 3 | 29.9 |
| (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 | 56 | 35.4 |
| (h) Charitable organizations | 15 | 4.1 |
| (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 | 25 | 7.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,148 | 649.5 |
| By Discretionary | ||
| Discretionary | 2,148 | 649.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,148 | 649.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 649.5 | |
| Total | 2,148 | 649.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001536755] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Fiduciary Benefits Group
✚
|
CA | 0.7 |
|
Wilkins Investment Counsel Inc
✚
|
MA | 0.7 |
|
FLC Capital Advisors
✚
|
CA | 0.7 |
|
Cedrus LLC
✚
|
CO | 0.7 |
|
Commerce Brokerage Services Inc
✚
|
MO | 0.7 |
|
TSFG LLC
✚
|
IL | 0.6 |
|
The High Net Worth Advisory Group LLC
✚
|
FL | 0.6 |
|
Chesme LLC
✚
|
MI | 0.6 |
|
de Groote Financial Group LLC
✚
|
CA | 0.6 |
|
Havenshare Financial LLC
✚
|
TX | 0.6 |