PPrivate Fund Data Log in Join · $37/mo

Cfs Investment Advisory Services LLC

● SEC registered since 1993CRD 106577SEC# 801-45064Totowa, NJ
Export (members)
Reg. AUM
$2.38B
Employees
16
Accounts
3,383
Location
Totowa, NJ

Cfs Investment Advisory Services LLC assets under management

Cfs Investment Advisory Services LLC is an investment advisory firm registered with the SEC based in Totowa, NJ. The firm has been registered since 1993. It reports $2.4 billion in regulatory assets under management and employs 16 people.
www.facebook.com/cfsiasView on SEC.gov ↗

Cfs Investment Advisory Services LLC owners & executives

2 reported
NameTitleOwnershipSince
Gregory Mark Makowski ControlManaging Member/Chief Compliance Officer50-75%1998
Harris Scott Nydick ControlManaging Member50-75%1998

Frequently asked questions

How much does Cfs Investment Advisory Services LLC manage?

Cfs Investment Advisory Services LLC reports $2.4 billion in regulatory assets under management on its Form ADV.

How many employees does Cfs Investment Advisory Services LLC have?

Cfs Investment Advisory Services LLC reports 16 employees.

Where is Cfs Investment Advisory Services LLC located?

Cfs Investment Advisory Services LLC is based in Totowa, NJ and has been SEC-registered since 1993.

Does Cfs Investment Advisory Services LLC disclose fund performance?

Cfs Investment Advisory Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address97 Lackawanna Avenue, Suite 101, Totowa, NJ 07512
Phone973-826-8800
Fax973-256-8688
Office hours9:00 a.m. To 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.6B
Non-discretionary$778.1M
Total (RAUM)$2.38B