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CFS INVESTMENT ADVISORY SERVICES LLC

SEC Form ADV profile.

Total regulatory AUM
$2,730,118,221
Discretionary
$1,854,725,417
Non-discretionary
$875,392,804

Firm details

CRD number
106577
SEC file number
801-45064
Main office
TOTOWA, NJ, United States
Employees
13
SEC status
Approved
Fee structure
Percentage of AUM Fixed fees

As of October 2026.