Active
CMS WEALTH MANAGEMENT
Investment Advice|WAYNE, PA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$396.9M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 384.1M |
| Non-Discretionary | 12.8M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 105903 |
| SEC Number | 801-30898 |
| Street Address | STRAFFORD BLDG FOUR, STE 300 |
| Street Address 2 | 175 STRAFFORD AVENUE |
| Location | WAYNE, PA 19087-3333 |
| Country | United States |
| Phone | 610-254-0001 |
| Fax | 610-254-0025 |
| Total Employees | 8 |
| Business Types | registered_representative, insurance_broker |
Client Count by Type (317 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 199 |
| High Net Worth Individual… | 118 |
Community Partners
BOROUGH OF ALDAN
BOROUGH OF BROOKHAVEN
BOROUGH OF CHESTER HEIGHTS
BOROUGH OF CLIFTON HEIGHTS
BOROUGH OF COLLINGDALE
BOROUGH OF COLWYN
BOROUGH OF DARBY
BOROUGH OF EAST LANSDOWNE
BOROUGH OF EDDYSTONE
BOROUGH OF FOLCROFT
BOROUGH OF GLENOLDEN
BOROUGH OF LANSDOWNE
BOROUGH OF MARCUS HOOK
BOROUGH OF MEDIA
BOROUGH OF MILLBOURNE
BOROUGH OF MORTON
BOROUGH OF NORWOOD
BOROUGH OF PARKSIDE
BOROUGH OF PROSPECT PARK
BOROUGH OF RIDLEY PARK
BOROUGH OF ALDAN
BOROUGH OF BROOKHAVEN
BOROUGH OF CHESTER HEIGHTS
BOROUGH OF CLIFTON HEIGHTS
BOROUGH OF COLLINGDALE
BOROUGH OF COLWYN
BOROUGH OF DARBY
BOROUGH OF EAST LANSDOWNE
BOROUGH OF EDDYSTONE
BOROUGH OF FOLCROFT
BOROUGH OF GLENOLDEN
BOROUGH OF LANSDOWNE
BOROUGH OF MARCUS HOOK
BOROUGH OF MEDIA
BOROUGH OF MILLBOURNE
BOROUGH OF MORTON
BOROUGH OF NORWOOD
BOROUGH OF PARKSIDE
BOROUGH OF PROSPECT PARK
BOROUGH OF RIDLEY PARK
BOROUGH OF ALDAN
BOROUGH OF BROOKHAVEN
BOROUGH OF CHESTER HEIGHTS
BOROUGH OF CLIFTON HEIGHTS
BOROUGH OF COLLINGDALE
BOROUGH OF COLWYN
BOROUGH OF DARBY
BOROUGH OF EAST LANSDOWNE
BOROUGH OF EDDYSTONE
BOROUGH OF FOLCROFT
BOROUGH OF GLENOLDEN
BOROUGH OF LANSDOWNE
BOROUGH OF MARCUS HOOK
BOROUGH OF MEDIA
BOROUGH OF MILLBOURNE
BOROUGH OF MORTON
BOROUGH OF NORWOOD
BOROUGH OF PARKSIDE
BOROUGH OF PROSPECT PARK
BOROUGH OF RIDLEY PARK
Municipal Government
55 Active
55
Organizations
BETHEL TOWNSHIP -DELAWARE COUNTY SEWER AUTHORITY
BROOKHAVEN BOROUGH SEWER AUTHORITY
CENTRAL DELAWARE COUNTY (SEWER) AUTHORITY
CHADDS FORD TOWNSHIP SEWER AUTHORITY
CHESTER CITY STORMWATER AUTHORITY
CHESTER ECONOMIC DEVELOPMENT AUTHORITY
CHESTER HOUSING AUTHORITY (CITY)
CHESTER UPLAND SCHOOL AUTHORITY
CHESTER WATER AUTHORITY
CLIFTON HEIGHTS FIRE CO
DARBY CREEK JOINT (SEWER) AUTHORITY
DE COUNTY HOUSING AUTHORITY SECTION
DELAWARE COUNTY AUTHORITY
DELAWARE COUNTY HOUSING AUTHORITY
DELAWARE COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY
DELAWARE COUNTY INTERACTIVE GAMING REVENUE AUTHORITY
DELAWARE COUNTY REGIONAL WATER QUALITY CONTROL AUTHORITY
DELAWARE COUNTY SOLID WASTE AUTHORITY
DELAWARE COUNTY VOCATIONAL TECHNICAL SCHOOL AUTHORITY
DELAWARE VALLEY REGIONAL FINANCE AUTHORITY
BETHEL TOWNSHIP -DELAWARE COUNTY SEWER AUTHORITY
BROOKHAVEN BOROUGH SEWER AUTHORITY
CENTRAL DELAWARE COUNTY (SEWER) AUTHORITY
CHADDS FORD TOWNSHIP SEWER AUTHORITY
CHESTER CITY STORMWATER AUTHORITY
CHESTER ECONOMIC DEVELOPMENT AUTHORITY
CHESTER HOUSING AUTHORITY (CITY)
CHESTER UPLAND SCHOOL AUTHORITY
CHESTER WATER AUTHORITY
CLIFTON HEIGHTS FIRE CO
DARBY CREEK JOINT (SEWER) AUTHORITY
DE COUNTY HOUSING AUTHORITY SECTION
DELAWARE COUNTY AUTHORITY
DELAWARE COUNTY HOUSING AUTHORITY
DELAWARE COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY
DELAWARE COUNTY INTERACTIVE GAMING REVENUE AUTHORITY
DELAWARE COUNTY REGIONAL WATER QUALITY CONTROL AUTHORITY
DELAWARE COUNTY SOLID WASTE AUTHORITY
DELAWARE COUNTY VOCATIONAL TECHNICAL SCHOOL AUTHORITY
DELAWARE VALLEY REGIONAL FINANCE AUTHORITY
BETHEL TOWNSHIP -DELAWARE COUNTY SEWER AUTHORITY
BROOKHAVEN BOROUGH SEWER AUTHORITY
CENTRAL DELAWARE COUNTY (SEWER) AUTHORITY
CHADDS FORD TOWNSHIP SEWER AUTHORITY
CHESTER CITY STORMWATER AUTHORITY
CHESTER ECONOMIC DEVELOPMENT AUTHORITY
CHESTER HOUSING AUTHORITY (CITY)
CHESTER UPLAND SCHOOL AUTHORITY
CHESTER WATER AUTHORITY
CLIFTON HEIGHTS FIRE CO
DARBY CREEK JOINT (SEWER) AUTHORITY
DE COUNTY HOUSING AUTHORITY SECTION
DELAWARE COUNTY AUTHORITY
DELAWARE COUNTY HOUSING AUTHORITY
DELAWARE COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY
DELAWARE COUNTY INTERACTIVE GAMING REVENUE AUTHORITY
DELAWARE COUNTY REGIONAL WATER QUALITY CONTROL AUTHORITY
DELAWARE COUNTY SOLID WASTE AUTHORITY
DELAWARE COUNTY VOCATIONAL TECHNICAL SCHOOL AUTHORITY
DELAWARE VALLEY REGIONAL FINANCE AUTHORITY
Special District
40 Active
40
Organizations
CHESTER UPLAND SCHOOL DISTRICT
CHICHESTER SCH DIST
DELAWARE CO CMTY COLLEGE
DELAWARE COUNTY INTERMEDIATE UNIT
DELAWARE COUNTY TECHNICAL SCHOOL
GARNET VALLEY SCH DIST
HAVERFORD TWP SCH DIST
INTERBORO SCH DIST
MARPLE NEWTOWN SCH DIST
PENN DELCO SCH DIST
RADNOR TWP SCH DIST
RIDLEY SCH DIST
ROSE TREE MEDIA SCH DIST
SOUTHEAST DELCO SCH DIST
SPRINGFIELD SCH DIST
UPPER DARBY SCH DIST
WALLINGFORD-SWARTHMORE SCHOOL DIST
WILLIAM PENN SCH DIST
CHESTER UPLAND SCHOOL DISTRICT
CHICHESTER SCH DIST
DELAWARE CO CMTY COLLEGE
DELAWARE COUNTY INTERMEDIATE UNIT
DELAWARE COUNTY TECHNICAL SCHOOL
GARNET VALLEY SCH DIST
HAVERFORD TWP SCH DIST
INTERBORO SCH DIST
MARPLE NEWTOWN SCH DIST
PENN DELCO SCH DIST
RADNOR TWP SCH DIST
RIDLEY SCH DIST
ROSE TREE MEDIA SCH DIST
SOUTHEAST DELCO SCH DIST
SPRINGFIELD SCH DIST
UPPER DARBY SCH DIST
WALLINGFORD-SWARTHMORE SCHOOL DIST
WILLIAM PENN SCH DIST
CHESTER UPLAND SCHOOL DISTRICT
CHICHESTER SCH DIST
DELAWARE CO CMTY COLLEGE
DELAWARE COUNTY INTERMEDIATE UNIT
DELAWARE COUNTY TECHNICAL SCHOOL
GARNET VALLEY SCH DIST
HAVERFORD TWP SCH DIST
INTERBORO SCH DIST
MARPLE NEWTOWN SCH DIST
PENN DELCO SCH DIST
RADNOR TWP SCH DIST
RIDLEY SCH DIST
ROSE TREE MEDIA SCH DIST
SOUTHEAST DELCO SCH DIST
SPRINGFIELD SCH DIST
UPPER DARBY SCH DIST
WALLINGFORD-SWARTHMORE SCHOOL DIST
WILLIAM PENN SCH DIST
School District
18 Active
18
Organizations
12TH ARMORED DIVISION ASSOCIATION
1776 UNITED FC
1923 ZAKIAN CHARITABLE FOUNDATION
19 CAMPUS BOULEVARD BUSINESS TRUST
1ST & 11TH DISTRICT FIRE POLICE ASSOCIATION
21ST CENTURY CYBER EDUCATION ASSOCIATION
25TH INFANTRY DIVISION ASSOCIATION
25th Infantry Div Memorial Fund Inc
311LITERACYORG INC
320 DELCO MANNING CHAPTER OF TROUT UNLIMITED
3RD DAY MINISTRIES
4KIDSNEEDS FOUNDATION
5034 CORPORATION
6805 6807 PACIFIC AVE CONDO
705 WALNUT AVENUE FOUNDATION INC
7109 Club of Upper Darby Inc
9TH STREET YOUTH & COMMUNITY CENTER
AARDVARK CHILD CARE & LEA
AARDVARK CHILD CARE & LEARNING CTR
A BETTER CHANCE STRATH HAVEN INC
12TH ARMORED DIVISION ASSOCIATION
1776 UNITED FC
1923 ZAKIAN CHARITABLE FOUNDATION
19 CAMPUS BOULEVARD BUSINESS TRUST
1ST & 11TH DISTRICT FIRE POLICE ASSOCIATION
21ST CENTURY CYBER EDUCATION ASSOCIATION
25TH INFANTRY DIVISION ASSOCIATION
25th Infantry Div Memorial Fund Inc
311LITERACYORG INC
320 DELCO MANNING CHAPTER OF TROUT UNLIMITED
3RD DAY MINISTRIES
4KIDSNEEDS FOUNDATION
5034 CORPORATION
6805 6807 PACIFIC AVE CONDO
705 WALNUT AVENUE FOUNDATION INC
7109 Club of Upper Darby Inc
9TH STREET YOUTH & COMMUNITY CENTER
AARDVARK CHILD CARE & LEA
AARDVARK CHILD CARE & LEARNING CTR
A BETTER CHANCE STRATH HAVEN INC
12TH ARMORED DIVISION ASSOCIATION
1776 UNITED FC
1923 ZAKIAN CHARITABLE FOUNDATION
19 CAMPUS BOULEVARD BUSINESS TRUST
1ST & 11TH DISTRICT FIRE POLICE ASSOCIATION
21ST CENTURY CYBER EDUCATION ASSOCIATION
25TH INFANTRY DIVISION ASSOCIATION
25th Infantry Div Memorial Fund Inc
311LITERACYORG INC
320 DELCO MANNING CHAPTER OF TROUT UNLIMITED
3RD DAY MINISTRIES
4KIDSNEEDS FOUNDATION
5034 CORPORATION
6805 6807 PACIFIC AVE CONDO
705 WALNUT AVENUE FOUNDATION INC
7109 Club of Upper Darby Inc
9TH STREET YOUTH & COMMUNITY CENTER
AARDVARK CHILD CARE & LEA
AARDVARK CHILD CARE & LEARNING CTR
A BETTER CHANCE STRATH HAVEN INC
Nonprofit Organization
2946 Active
2946
Organizations
Community Partners158 organizations
BOROUGH OF ALDAN
Municipal Government·ALDAN
BOROUGH OF CHESTER HEIGHTS
Municipal Government·CHESTER HEIGHTS
BOROUGH OF CLIFTON HEIGHTS
Municipal Government·CLIFTON HEIGHTS
BOROUGH OF DARBY
Municipal Government·DARBY
BOROUGH OF FOLCROFT
Municipal Government·FOLCROFT
BOROUGH OF GLENOLDEN
Municipal Government·GLENOLDEN
BOROUGH OF LANSDOWNE
Municipal Government·LANSDOWNE
BOROUGH OF MEDIA
Municipal Government·MEDIA
BOROUGH OF MILLBOURNE
Municipal Government·MILLBOURNE
BOROUGH OF MORTON
Municipal Government·MORTON
BOROUGH OF PARKSIDE
Municipal Government·BROOKHAVEN
BOROUGH OF SWARTHMORE
Municipal Government·SWARTHMORE
BOROUGH OF TRAINER
Municipal Government·TRAINER
COUNTY OF DELAWARE
Municipal Government·MEDIA
EDGMONT TOWNSHIP
Municipal Government·NEWTOWN SQUARE
LOWER CHICHESTER INC, TOWNSHIP OF
Municipal Government·LINWOOD
RADNOR FIRE COMPANY OF WAYNE
Municipal Government·WAYNE
TOWNSHIP OF CHADDS FORD
Municipal Government·CHADDS FORD
TOWNSHIP OF CHESTER
Municipal Government·CHESTER
TOWNSHIP OF DARBY
Municipal Government·GLENOLDEN
TOWNSHIP OF LOWER CHICHESTER
Municipal Government·LINWOOD
TOWNSHIP OF RIDLEY
Municipal Government·FOLSOM
TOWNSHIP OF SPRINGFIELD
Municipal Government·SPRINGFIELD
CENTRAL DELAWARE COUNTY (SEWER) AUTHORITY
Special District·RUTLEDGE
CHADDS FORD TOWNSHIP SEWER AUTHORITY
Special District·CHADDS FORD
CHESTER CITY STORMWATER AUTHORITY
Special District·CHESTER
CHESTER ECONOMIC DEVELOPMENT AUTHORITY
Special District·CHESTER
CHESTER UPLAND SCHOOL AUTHORITY
Special District·CHESTER
CLIFTON HEIGHTS FIRE CO
Special District·CLIFTON HEIGHTS
DARBY CREEK JOINT (SEWER) AUTHORITY
Special District·CHESTER
DE COUNTY HOUSING AUTHORITY SECTION
Special District·WOODLYN
DELAWARE COUNTY AUTHORITY
Special District·MEDIA
DELAWARE COUNTY VOCATIONAL TECHNICAL SCHOOL AUTHORITY
Special District·MORTON
EDDYSTONE FIRE CO
Special District·EDDYSTONE
LOWER CHICHESTER TOWNSHIP MUNICIPAL AUTHORITY
Special District·LINWOOD
MEDIA BUSINESS AUTHORITY
Special District·MEDIA
MIDDLETOWN TOWNSHIP SEWER AUTHORITY
Special District·MEDIA
MUCKINIPATES (SEWER) AUTHORITY
Special District·FOLCROFT
PARKSIDE BOROUGH OF
Special District·BROOKHAVEN
RADNOR-HAVERFORD-MARPLE SEWER AUTHORITY
Special District·HAVERTOWN
RIDLEY SCHOOL DISTRICT AUTHORITY
Special District·FOLSOM
SOUTHERN DELAWARE COUNTY AUTHORITY
Special District·MARCUS HOOK
SOUTHERN DELAWARE COUNTY (SEWER) AUTHORITY
Special District·BOOTHWYN
SOUTHWEST DELAWARE COUNTY MUNICIPAL AUTHORITY
Special District·ASTON
SWARTHMORE BOROUGH AUTHORITY
Special District·SWARTHMORE
THE REDEVELOPMENT AUTHORITY OF THE COUNTY OF DELAWARE
Special District·MEDIA
TINICUM TOWNSHIP SEWAGE AUTHORITY
Special District·ESSINGTON
UPLAND FIRE CO
Special District·BROOKHAVEN
WATERFRONT MUNICIPAL AUTHORITY
Special District·FOLSOM
CHESTER UPLAND SCHOOL DISTRICT
School District·CHESTER
DELAWARE COUNTY INTERMEDIATE UNIT
School District·MORTON
DELAWARE COUNTY TECHNICAL SCHOOL
School District·FOLCROFT
12TH ARMORED DIVISION ASSOCIATION
Nonprofit Organization·Garnet Valley
1776 UNITED FC
Nonprofit Organization·MEDIA
1923 ZAKIAN CHARITABLE FOUNDATION
Nonprofit Organization·NEWTOWN SQUARE
19 CAMPUS BOULEVARD BUSINESS TRUST
Nonprofit Organization·NEWTOWN SQUARE
1ST & 11TH DISTRICT FIRE POLICE ASSOCIATION
Nonprofit Organization·Garnet Valley
21ST CENTURY CYBER EDUCATION ASSOCIATION
Nonprofit Organization·Aston
25TH INFANTRY DIVISION ASSOCIATION
Nonprofit Organization·FLOURTOWN
25th Infantry Div Memorial Fund Inc
Nonprofit Organization·Flourtown
311LITERACYORG INC
Nonprofit Organization·Wayne
320 DELCO MANNING CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·SPRINGFIELD
3RD DAY MINISTRIES
Nonprofit Organization·Yeadon
4KIDSNEEDS FOUNDATION
Nonprofit Organization·wayne
5034 CORPORATION
Nonprofit Organization·MEDIA
6805 6807 PACIFIC AVE CONDO
Nonprofit Organization·Glen Mills
705 WALNUT AVENUE FOUNDATION INC
Nonprofit Organization·NEWTOWN SQUARE
7109 Club of Upper Darby Inc
Nonprofit Organization·Upper Darby
9TH STREET YOUTH & COMMUNITY CENTER
Nonprofit Organization·CHESTER
AARDVARK CHILD CARE & LEA
Nonprofit Organization·GLEN MILLS
AARDVARK CHILD CARE & LEARNING CTR
Nonprofit Organization·Glen Mills
A BETTER CHANCE STRATH HAVEN INC
Nonprofit Organization·SWARTHMORE
ABH FOUNDATION INC
Nonprofit Organization·ESSINGTON
ABINGTON BULLDOGS YOUTH WRESTLING CLUB
Nonprofit Organization·Flourtown
Above & Beyond English Setter Rescue
Nonprofit Organization·Havertown
ABRAHAM THOMAS FOUNDATION INC
Nonprofit Organization·Broomall
A BREEZE OF HOPE FOUNDATION
Nonprofit Organization·ESSINGTON
ABUNDANT LIFE COMMUNITY DEVELOPMENT CORPORATION INC
Nonprofit Organization·Media
ABUNDANTLY BLESSED
Nonprofit Organization·Upper Darby
ACADEMY OF CHIROPRACTIC FAMILY PRACTICE
Nonprofit Organization·MEDIA
ACCELERATED ASSESSMENTS & TREATMENT
Nonprofit Organization·FLOURTOWN
ACCESS COMMUNITY CENTER
Nonprofit Organization·CHESTER
ACCESS TO ROWING AND PADDLING PHILADELPHIA
Nonprofit Organization·HAVERTOWN
ACCOUNTING BLOCKCHAIN COALITION INC
Nonprofit Organization·Radnor
(ACPMP)APPENDIX CANCERPSEUDOMYXOMA
Nonprofit Organization·SPRINGFIELD
Acting Antics Inc
Nonprofit Organization·Broomall
ACTS OF KINDNESS
Nonprofit Organization·Yeadon
ADAM M WILSON MEMORIAL SCHOLARSHIP FUND
Nonprofit Organization·Flourtown
ADAM R SPECTOR FOUNDATION
Nonprofit Organization·NEWTOWN SQUARE
A Day Away Inc
Nonprofit Organization·Aldan
ADDIE S ANGELS INC
Nonprofit Organization·Havertown
ADOLESCENTS FOR ANIMALS
Nonprofit Organization·Glen Mills
ADOPTIONS FOREVER
Nonprofit Organization·Havertown
ADULT CONGENITAL HEART ASSOCIATION
Nonprofit Organization·MEDIA
ADULT DAY SERVICES OF DELCO INC
Nonprofit Organization·UPPER DARBY
ADULTS WITH AUTISM LIVING WITH
Nonprofit Organization·SPRINGFIELD
Advancing Businesses for Longevity & Entrepreneurs
Nonprofit Organization·Lansdowne
AFA AGENCY- ALL FOR ALL AGENCY
Nonprofit Organization·LANSDOWNE
AFCEA EDUCATIONAL FOUNDATION
Nonprofit Organization·Newtown Square
AFEWSTEPS FOUNDATION
Nonprofit Organization·Wallingford
AFI FOUNDATION
Nonprofit Organization·WAYNE
AFRICAN EDUCATION PROGRAM
Nonprofit Organization·WAYNE