CPS Financial & Insurance Services, Inc.

Overview

CPS Financial & Insurance Services, Inc. is a corporation that has been SEC-registered since 1997. FINTRX categorizes the firm as unclassified and lists its owner type as a combination of a domestic entity and an individual. The platform indicates the firm does not act as a capital allocator and does not identify itself as an active ESG investor. Publicly available profile fields in FINTRX are sparse: there are no descriptive entries for the firm's client base, advisory activities, business lines, or fee structure. The dataset also flags the firm as not being a multi-state adviser, not newly formed, and not a pension consultant or related adviser.

Assets & Accounts

Location & Offices