CFS FINANCIAL, LLC

CFS FINANCIAL, LLC of SALEM, MA is an SEC-registered investment adviser (CRD 173972). Regulatory assets under management: $1.7M.

Registration

• CRD: 173972
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 173972 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search