Capital Management Strategies Financial Services, Inc. is a large advisory firm based in Rockville. It manages $2.65 billion of regulatory assets for 3,496 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of California, District of Columbia, Florida, and 6 other states.
Capital Management Strategies Financial Services provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Capital Management Strategies Financial Services, Inc. is $2.65 billion. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Capital Management Strategies Financial Services, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Steven David Lockshin has been acting as President since 1 Jul 1998. Jason Daniel Meyer joined the executive team most recently as the Vice President.
The principal office where Capital Management Strategies Financial Services, Inc. performs its advisory services is located at 2600 Tower Oaks Boulevard, Rockville, MD 20852, which is also the mailing address of the firm. An additional office of the firm is in Kirkland, WA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 301-770-6300 or by fax 301-770-5991. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.cmsfs.com.