RIA Intel›Advisers›West Virginia›COMMONWEALTH FINANCIAL SERVICES, LLC

COMMONWEALTH FINANCIAL SERVICES, LLC

Advisory

N·PARKERSBURG, WV

Data as of Mar 10, 2017 · Source: SEC Form ADV

Total AUM
$158M
1-Year AUM Growth
+4.5%
3-Year CAGR
+4.6%
Employees
5
Assets Under Management
Total AUM$158M
Discretionary AUM$158M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees5
Investment Advisers5
Employee Growth (1Y)—
Filing History
Total Filings on Record42
First FilingJul 29, 2010
Latest FilingMar 10, 2017
🔒 Full AUM trend chart and 42 historical filings spanning 7+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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