Commonwealth Financial Services is an investment advisor in Parkersburg with $157.56 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
550755058
SEC advisor number
801-127499
FINRA CRD number
324930
AUM ?
$649.55 mm
(as of 29 Mar 24)
Accounts
2,148
(as of 29 Mar 24)
Employees
25
(11 investment advisory or research)
Address
Commonwealth Financial Services
225 COLLEGE PARKWAY, SUITE 101
PARKERSBURG
WV 264104
225 COLLEGE PARKWAY, SUITE 101
PARKERSBURG
WV 264104
Phone
304.230.2384
Brochures
- Commonwealth Financial Services - Form Adv Part 2A - February 2023 (17 Feb 23)
- Commonwealth Financial Services - Wrap Brochure - February 2023 (17 Feb 23)
- Commonwealth Financial Services - Form Adv Part 2A - February 2023 (17 Feb 23)
- Commonwealth Financial Services - Wrap Brochure - February 2023 (17 Feb 23)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
20 Apr 17
13F-HR
Quarterly holdings report by institutional manager
13 Feb 17
13F-HR
Quarterly holdings report by institutional manager
28 Oct 16
13F-HR
Quarterly holdings report by institutional manager
21 Jul 16
13F-HR
Quarterly holdings report by institutional manager
26 Apr 16
13F-HR
Quarterly holdings report by institutional manager
27 Jan 16
13F-HR
Quarterly holdings report by institutional manager
28 Oct 15
13F-HR
Quarterly holdings report by institutional manager
30 Jul 15