Commonwealth Funds
Financial Services • 
Houston, Texas, United States • 1-10 Employees
Company overview
| Headquarters | 791 Town & Country Boulevard, Suite 250, Houston, Texas 77024-3925, US |
| Phone number | +18883451898 |
| Website | |
| NAICS | 52 |
| SIC | 672 |
| Keywords | Retirement Accounts, Coverdell Esa, Real Estate Securities, Personal Accounts, Global Mutual Funds, Joint Accounts, Business Entity Accounts, Utma And Ugma, Trust And Estate Accounts |
| Founded | 2000 |
| Employees | 1-10 |
| Socials |
Key Contact at Commonwealth Funds
Robert Scharar
President and Head Portfolio Manager
Commonwealth Funds Email Formats
Commonwealth Funds uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@commonwealthfunds.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@commonwealthfunds.com | 100% |
About Commonwealth Funds
Whether you are a seasoned investor or are just beginning to invest in an effort to attain future goals, Commonwealth Funds offers a variety of accounts to save for retirement, children’s needs, and other necessities. Our mutual funds offer our clients global investment options. Our five no-load mutual funds include: Africa Fund, Australia/New Zealand Fund, Global Fund, Japan Fund, and Real Estate Securities Fund. Our portfolio managers seek to optimize success by continually reviewing investment options and strategies. With decades of experience, we aim to provide you with unique opportunities to diversify your investments, as well as account options to help you reach your future goals and do what matters most to you. We strive to deliver distinct investment options so you bring it home. For our Terms and Conditions, please visit https://commonwealthfunds.com/wp-content/uploads/2020/03/CIST-Prospectus-Feb-28-2020-FINAL-WEB.pdf. Third-party posts to this site do not reflect the views of the firm and have not been reviewed by the firm for completeness or accuracy. Investors should consider the investment objectives, risks, and charges and expenses of the Africa Fund, Australia/New Zealand Fund, Global Fund, Japan Fund, and Real Estate Securities Fund carefully before investing; the prospectus contains this and other information about the Fund and can be obtained by calling 888.345.1898. Investors should read the prospectus carefully before investing. The Africa Fund, Australia/New Zealand Fund, Global Fund, Japan Fund, and Real Estate Securities Fund are distributed by Ultimus Fund Distributors, LLC. Investing involves risk, including loss of principal. Investing in international markets may involve additional risks, such as social and political instability, market illiquidity, exchange-rate fluctuations, a high level of volatility and limited regulation. Diversification does not ensure a profit or guarantee against loss.
Commonwealth Funds revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Commonwealth Funds has never raised funding before.
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