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CAPITAL MANAGEMENT SERVICES, INC.
CAPITAL MANAGEMENT SERVICES, INC.
MANCHESTER, Missouri
·
1 registered advisor
·
CRD# 118260
SEC# 801-117988
4
636-207-5829
01
Firm Overview
AUM
$137M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CAPITAL MANAGEMENT SERVICES, INC.
1 registered advisor
James Michael Gissy
MANCHESTER, Missouri
CRD# 871546
05
Office Locations
MANCHESTER, Missouri
1 advisor
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Data sourced from SEC Form ADV filings. CAPITAL MANAGEMENT SERVICES, INC. (CRD# 118260) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.