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James Michael Gissy

CAPITAL MANAGEMENT SERVICES, INC.·MANCHESTER, Missouri
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410 SOVEREIGN CT., MANCHESTER, MO 63011CRD# 871546Firm CRD# 118260
01

About

James Michael Gissy is a registered financial advisor based in MANCHESTER, Missouri, affiliated with CAPITAL MANAGEMENT SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CAPITAL MANAGEMENT SERVICES, INC.
CAPITAL MANAGEMENT SERVICES, INC.
AUM
$137M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at CAPITAL MANAGEMENT SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 871546
Firm CRD# 118260
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Michael Gissy offer?
James Michael Gissy specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MANCHESTER, Missouri for a consultation.
What are James Michael Gissy's credentials?
James Michael Gissy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Michael Gissy located?
James Michael Gissy is based in MANCHESTER, Missouri, working with CAPITAL MANAGEMENT SERVICES, INC.. Their office serves clients in the MANCHESTER metropolitan area and surrounding communities.
How does James Michael Gissy charge for services?
James Michael Gissy's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL MANAGEMENT SERVICES, INC.?
CAPITAL MANAGEMENT SERVICES, INC. has approximately 6 employees and manages $137M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Missouri
ST. LOUIS (594)KANSAS CITY (265)CLAYTON (125)SAINT LOUIS (108)CHESTERFIELD (78)
City Guides
ST. LOUIS GuideKANSAS CITY GuideCLAYTON GuideSAINT LOUIS GuideCHESTERFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
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