RIA Intel›Advisers›New Jersey›CFS INVESTMENT ADVISORY SERVICES LLC

CFS INVESTMENT ADVISORY SERVICES LLC

Advisory

N·TOTOWA, NJ

Data as of Mar 5, 2026 · Source: SEC Form ADV

Total AUM
$2.7B
1-Year AUM Growth
+13.9%
3-Year CAGR
+4.9%
Employees
10
Assets Under Management
Total AUM$2.7B
Discretionary AUM$1.9B
Non-Discretionary AUM$875M
Discretionary %67.9%
Total Clients1,182
Team
Total Employees10
Investment Advisers13
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record47
First FilingMar 27, 2001
Latest FilingMar 5, 2026
🔒 Full AUM trend chart and 47 historical filings spanning 25+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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