CPA INVESTMENT SOLUTIONS, LLC

YARDLEY, Pennsylvania·3 registered advisors·CRD# 108317

SEC# 801-58133215-497-5050

01

Firm Overview

AUM

$38M

Regulatory assets under management

Employees

5

Total firm employees

Advisors

3

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

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at CPA INVESTMENT SOLUTIONS, LLC

3 registered advisors

YARDLEY, Pennsylvania

Robert Neil Polans

YARDLEY, Pennsylvania

Steven Allen Braun

YARDLEY, Pennsylvania

05

Office Locations

YARDLEY, Pennsylvania

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Data sourced from SEC Form ADV filings. CPA INVESTMENT SOLUTIONS, LLC (CRD# 108317) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.