Summary
Capital Management Services , Inc.
Founded in 1986
Description
Capital Management Services, Inc. (CMS) is a fee only advisory and financial planning firm. We have been providing wealth management services to our clients for over twenty five years. Our comprehensive approach integrates investment management with pe...
Strengths
- Capital Management Services , Inc. has a strong market share in their industry
Weaknesses
- Revenue generated per employee is less than the industry average
- Revenue growth is less than the industry average
- The number of employees is not growing as fast as the industry average
- Variance of revenue growth is more than the industry average
- Since Capital Management Services , Inc. was founded, the company has experienced slower revenue growth than the industry average
Annual Revenue
Capital Management Services , Inc.'s annual revenue
$863000
Based on Kona Equity data
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Revenue per employee
$215750
-
Variance of revenue growth
2.26
-
Annual revenue growth since founding
$22710
-
Revenue growth rate from first known quarter to current
-30.1%
Employee Count
4 employees
-
Employee growth rate from first known quarter to current
-37.1%
Executives
Michael Feldman
President & Chief Executive Officer
m**@cms-advisors.comEric Lanshe
Senior Portfolio Analyst
e**@cms-advisors.comDavid Romanowski
Vice President, Information Technologies
d**@cms-advisors.comMatthew Purtill
Chief Compliance Officer & Director, Operations
m**@cms-advisors.comCalvin Hale
Collector
c**@cms-advisors.comJohn Demasi
Financial Consultant
j**@cms-advisors.comDaniel Ferber
Debt Advisor
d**@cms-advisors.comTiffany Steinhauer
Debt Management Specialist
t**@cms-advisors.comRachael Small
Chief Operating Officer
r**@cms-advisors.comKaitlyn Colafranceschi
Recruiting & HR Assistant
k**@cms-advisors.comAnne Faso
Collector
a**@cms-advisors.comLiz Telesco
Director, Recruiting
l**@cms-advisors.comTrish Feldman
Registered Investment Advisor
t**@cms-advisors.comRachal Regelin
Director, Operations
r**@cms-advisors.comMichael Barry
Director, Training
m**@cms-advisors.comJohn Krstich
Director, Portfolio
j**@cms-advisors.comMichael Davis
IT Help Desk Specialist
m**@cms-advisors.comGerald Noller
Director, Telecom & Information Technology
g**@cms-advisors.comBradley Lawrence
Portfolio Analyst & Intern
b**@cms-advisors.comRose Sloan
Vice President Remittance Processing
r**@cms-advisors.comDavid Biehl
President
d**@cms-advisors.comSheetal Khanna
Director, Financial Planning
s**@cms-advisors.comAdam Benner
Portfolio Manager & Private Banker
a**@cms-advisors.comPhone Cms
President & Chief Executive Officer
p**@cms-advisors.comG Score - 1
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
Location
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Key Information
- Name: Capital Management Services , Inc.
- Category: Investment management
- Industry: Insurance Agency
- SIC: 62
- NAICS: 52399; 523
See similar companies
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By City Wayne Small Insurance Agency in Wayne Mid-size Insurance Agency in Wayne Investment management in Wayne Small Investment management in Wayne Mid-size Investment management in Wayne
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By State PA Small companies in PA Investment management in PA Small Investment management in PA Mid-size Investment management in PA Small Insurance Agency in PA Mid-size Insurance Agency in PA
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By Category Investment management Small Investment management Mid-size Investment management
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By Industry Insurance Agency Small Insurance Agency Mid-size Insurance Agency Investment management and Insurance Agency
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Firmographic data G Score of 1 Founded in 1986 SIC: 62 NAICS: 52399 NAICS: 523 #Investment Banking #Finance
Frequently Asked Questions
Capital Management Services , Inc.'s headquarters are located at 175 Strafford Ave., Ste. 300 300 Wayne, PA 19087.
Capital Management Services , Inc.'s official website is cms-advisors.com
Capital Management Services , Inc.'s annual revenue is $863.0 K.
Capital Management Services , Inc.'s SIC: 62
Capital Management Services , Inc.'s NAICS: 52399; 523.
Capital Management Services , Inc. has 4 employees
Capital Management Services , Inc. is in the industry of Investment management.
