Capital Management Services, Inc
Capital Management Services, Inc. was established as a Registered Investment Advisor in 1986. However, we have been providing comprehensive financial services since 1976. CMS, Inc. is registered with the Securities Exchange Commission. We offer a full range of financial services, including private investment counsel through major Investment Advisory Firms. This provides our clients with access to some of the nation's most successful and recognized institutional separate account managers. Capital Management Services, Inc. provides services to over 500 clients throughout the United States from its headquarters in Wayne, Pennsylvania. The majority of our clients are business owners, corporate executives and professionals, a clientele with planning needs ranging from simple to complex. Feldman and Associates is an insurance and executive benefit planning firm, comprised of a select group of independent consultants who have joined together to provide quality advice and well-designed products to individuals as well as professional and corporate clients. Our consultants have broad experience and proven expertise in specific areas of insurance, investments*, benefit planning and retirement programs. They are used to working with closely-held businesses and professional firms as well as individuals regarding their insurance and estate planning needs. For more information, contact: Michael E. Feldman, CFP® Capital Management Services, Inc. 175 Strafford Ave, Suite 300, Wayne, PA 19087 1-800-664-0442 *Securities are offered solely through Registered Representatives of Comprehensive Asset Management and Servicing, Inc. Capital Management Services, Inc. and Feldman and Associates are independent of Comprehensive Asset Management and Servicing, Inc.
7-day free trial · no credit card
Verified contacts
7
available on Kipplo
LinkedIn employees
13
11 to 50 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
0
tools in use
Monthly traffic
107
organic / mo
Sign up free to see all 7 verified contacts at Capital Management Services, Inc
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- SD
Susan Durachko
Director of Client Services · Customer/Client Service
EmailPhone - DL
David Locher
Investment Advisor · Finance & Accounting
EmailPhone - EL
Eric Lanshe
Senior Portfolio Analyst · Finance & Accounting
EmailPhone - WO
Woody Odiorne
Advisor · Finance & Accounting
EmailPhone - MZ
Mike Zimmerman
Technical Stock Analyst · Finance & Accounting
EmailPhone
Showing 5 of 7 verified contacts
Top roles at Capital Management Services, Inc
7 distinct titles indexed · top 7 shown.
- 1advisor
- 1chef
- 1chief technical stock market analyst
- 1director of client services
- 1investment advisor
- 1senior portfolio analyst
- 1technical stock analyst
Sign up to unlock all 7 contacts at Capital Management Services, Inc
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 7 verified contacts at Capital Management Services, Inc
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.