CBS Funding, Inc.
Firm details
- Headquarters
- Broadview Heights, Ohio
- CRD number
- 158408
- Website
- www.cbsfunding.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Pension & Profit Sharing Plans64.3%
- HNWI27.47%
- Individuals8.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
CBS Funding, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves both individual & family and institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fees include a percentage-of-AUM component as well as hourly and fixed-fee arrangements. According to filings the firm does not position itself as an active ESG investor, is not a multi-state adviser, and is not a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds47%
- US Government Bonds26%
- Private Funds15%
- Exchange Traded Equities8%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Sharon Stadul
Vice President, Chief Compliance OfficerCRD 6309236
Contacts
3 of 4
Steve Persons
PresidentCRD 2540455
Elaine Bartels
Investment Advisor RepresentativeCRD 8013648
Catherine Persons
CRD 5975343
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Broadview Heights, OH
Cuyahoga
Location
Broadview Heights, OH
Headquartered in Broadview Heights, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Cuyahoga
- Address
- 10155 Broadview Rd
- Time zone
- ET (UTC-5)
- Office locations
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