COMMONWEALTH FINANCIAL SERVICES is a VIENNA, West Virginia based financial advisory firm with nearly $774,786,979 in assets under management and provides investment advisory services for 4851 clients. There are currently 26 financial advisors at the firm.
General Information |
| Firm CRD#: | 324930 | |
| SEC#: | 801-127499 | |
| Assets under Management: | $774,786,979 | |
| No. of Clients: | 4851 | |
| No. of Advisors: | 26 | |
| Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors, Education seminars/workshops, Other (LENDING SERVICES AND FINANCIAL INSTITUTION CONSULTING SERVICES) | |
| Fee Structure: | A percentage of AUM, Hourly charges, Fixed fees |