Capital Management Investor Services, Inc. is an adviser based in Miami. It manages $15 million of regulatory assets for 50 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Florida.
Capital Management Investor Services provides portfolio management for individuals and small businesses. 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 Investor Services, Inc. is $15 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Capital Management Investor Services, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Capital Management Investor Services, Inc. performs its advisory services is located at 1221 Brickell Ave, Miami, FL 33131 The mailing address of the firm is 714 E. Palmetto Park Rd., Boca Raton, FL 33486. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 561-361-2833 or by fax 561-361-2866. The normal business hours are 8:30am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.capitalmanagementinvestorservices.com.