Allocator Index · CRD 324930

COMMONWEALTH FINANCIAL SERVICES

Vienna, WV · 304-422-3531 · facebook.com/cfswv/

SEC IAPD record ↗

Fit score

50

  • aum $250M-$3.0B+22
  • hnw>=200+20
  • employees 3-60+8

HNW clients

226

Other individuals

1,990

HNW assets

$471.9M

Total AUM

$994.7M

Employees

26

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

None reported.