# CFS FINANCIAL, LLC

CFS FINANCIAL, LLC of SALEM, MA is an SEC-registered investment adviser.

## Registration

- CRD: 173972
- Type: SEC-registered investment adviser
- Location: 10 FEDERAL STREET, SALEM, MA, 01970
- Phone: (978) 609-0069
- Latest filing: 2026-03-31
- Regulatory AUM: $1.7M
- Discretionary AUM: $1.7M
- Clients: 3
- Accounts: 8

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/173972/brochure
- Similar advisers: https://search.stillhousedata.com/firm/173972/similar
- Related entities: https://search.stillhousedata.com/firm/173972/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/173972

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.