Community Financial System CBU Wealth Management Services
Wealth Management Services at other companies
Other financials
Where this comes from
Reported directly by Community Financial System in its filing.
Tagged under the XBRL concept cbu:WealthManagementServices.
The official record: Community Financial System’s 10-Q, filed May 8, 2026, on SEC EDGAR. View the filing →
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Questions, answered.
- What is Community Financial System's wealth management services?
- Community Financial System (CBU) reported wealth management services of $10.33M in Q1 2026.
- How has Community Financial System's wealth management services changed year-over-year?
- Community Financial System's wealth management services increased by 4.8% year-over-year, from $9.86M to $10.33M.
- What is the long-term trend for Community Financial System's wealth management services?
- Over 4 years (2021 to 2025), Community Financial System's wealth management services has grown at a 2.8% compound annual growth rate (CAGR), from $33.24M to $37.07M.
- What does wealth management services mean?
- Revenue derived from investment advisory, trust, and asset management services provided to individuals and institutional clients. This fee-based income is typically driven by assets under management and reflects the firm's capability to capture wallet share from high-net-worth customers.