COMMONWEALTH FINANCIAL SERVICES, LLC.
Doing business as COMMONWEALTH FINANCIAL SERVICES. SEC Form ADV profile.
Total regulatory AUM
$994,745,926
Discretionary
$977,187,375
Non-discretionary
$17,558,551
Firm details
- CRD number
- 324930
- SEC file number
- 801-127499
- Main office
- VIENNA, WV, United States
- Employees
- 26
- SEC status
- Approved
- Website
- https://cfswv.com/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.