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CFS FINANCIAL, LLC
CRD 173972
10 FEDERAL STREET, SUITE 410, SALEM, MA, 01970, United States
Phone
(978) 609-0069
Fax
(844) 237-4243
Registration
— (—)
Source
State registered
Total AUM
$1.7M
Discretionary AUM
$1.7M
Team
3 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $1.7M |
Official SEC filing: View on IAPD