Capital Management Services, Inc. (CMS, Inc.) is an Investment Advisory Firm which provides Asset Management and Financial & Retirement Planning.
Capital Management Services, Inc. was established as a Registered Investment Advisor in 1986. However, we have been providing comprehensive financial services since 1976. CMS, Inc. is registered with the Securities Exchange Commission. We offer a full range of financial services, including private investment counsel through major Investment Advisory Firms. This provides our clients with access to some of the nation's most successful and recognized institutional separate account managers.
Capital Management Services, Inc. provides services to over 500 clients throughout the United States from its headquarters in Wayne, Pennsylvania. The majority of our clients are business owners, corporate executives and professionals, a clientele with planning needs ranging from simple to complex.
For more information, contact:
Michael E. Feldman, CFP®
Capital Management Services, Inc.
175 Strafford Ave, Suite 300,
Wayne, PA 19087 – less – More from ZoomInfo »