Capital Management Strategies Finacial Services Inc (Rockville)
Capital Management Strategies Finacial Services Inc is a large advisory firm based in Rockville. It manages $2.58 billion of regulatory assets for 1,676 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, District of Columbia, Florida, and 4 other states.
Capital Management Strategies Finacial Services provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Capital Management Strategies Finacial Services: assets under management
The assets under management (AUM) of Capital Management Strategies Finacial Services Inc is $2.58 billion. The company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Capital Management Strategies Finacial Services Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at Capital Management Strategies Finacial Services Inc
Steven David Lockshin has been acting as President since 1 Jul 1998. Inc. 1st Virtual joined the executive team most recently as the Parent Corporation.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 1 indirect owner.Based in Rockville
The principal office where Capital Management Strategies Finacial Services Inc performs its advisory services is located at 11200 Rockville Pike, Suite 220, Rockville, MD 20852, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 301-770-6300 or by fax 301-770-5991. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.cmsfs.com.
Registered investment advisers similar to Capital Management Strategies Finacial Services Inc
- Ep Wealth Advisors
- Tourbillon Capital Partners
- Prescott General Partners
- Crestline Denali Capital
- Alex. Brown Investment Management, L L C
- Mortgage Industry Advisory Corporation
- Halcyon Asset Backed Advisors
- Chilton Investment Company
- Sprott Asset Management
- Fillmore Capital Partners
- Stockman Wealth Management
- Ing Clarioin Capital
- Avista Capital Holdings
- Applegate & Collatos
- Nordea Investment Management North America