Cfsc Wayland Advisers, Inc. is a large advisory firm based in Minnetonka. It manages $836.1 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Massachusetts and Minnesota.
Cfsc Wayland Advisers provides portfolio management for pooled investment vehicles. 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 Cfsc Wayland Advisers, Inc. is $836.1 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Cfsc Wayland Advisers, Inc. for their services and products based on a percentage of assets under management and performance-based fees. 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.
Linda Susan Cutler has been acting as President since 1 Jun 1999. Robert Dale Beach joined the executive team most recently as the Compliance Officer.
The principal office where Cfsc Wayland Advisers, Inc. performs its advisory services is located at Cfsc Wayland Advisers, Inc., Minnetonka, MN 55343, which is also the mailing address of the firm. An additional office of the firm is in Boston, MA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 952-984-3001 or by fax 952-984-3913. The normal business hours are 8 a.m. - 5 p.m. central standard time on Monday - Friday.