Cfs Investment Advisory Services LLC
● SEC registered since 1993CRD 106577SEC# 801-45064Totowa, NJ
Reg. AUM
$2.73B
Employees
13
Accounts
3,437
Location
Totowa, NJ
Cfs Investment Advisory Services LLC assets under management
Cfs Investment Advisory Services LLC is an investment advisory firm registered with the SEC based in Totowa, NJ. The firm has been registered since 1993. It reports $2.7 billion in regulatory assets under management and employs 13 people.
Cfs Investment Advisory Services LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory Mark Makowski Control | Managing Member/Chief Compliance Officer | 50-75% | 1998 |
| Harris Scott Nydick Control | Managing Member | 50-75% | 1998 |
Frequently asked questions
How much does Cfs Investment Advisory Services LLC manage?
Cfs Investment Advisory Services LLC reports $2.7 billion in regulatory assets under management on its Form ADV.
How many employees does Cfs Investment Advisory Services LLC have?
Cfs Investment Advisory Services LLC reports 13 employees.
Where is Cfs Investment Advisory Services LLC located?
Cfs Investment Advisory Services LLC is based in Totowa, NJ and has been SEC-registered since 1993.
Does Cfs Investment Advisory Services LLC disclose fund performance?
Cfs Investment Advisory Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 97 Lackawanna Avenue, Suite 101, Totowa, NJ 07512 |
| Phone | 973-826-8800 |
| Fax | 973-256-8688 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.73B▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 18%
Larger than 82% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$2.73Bregulatory AUM
Discretionary $1.85BNon-discretionary $875.4M