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Home > Retirement Planners > florida > clearwater > CSENGE ADVISORY GROUP, LLC
CSENGE ADVISORY GROUP, LLC
4755 East Bay Drive
Clearwater, Florida 33764
Tel: 727-437-6000
About CSENGE ADVISORY GROUP, LLC
CSENGE ADVISORY GROUP, LLC, formally registered with the SEC as CSENGE ADVISORY GROUP, LLC. The firm was established in 10/13/2011. They have over 28 offices throughout the country.
CSENGE ADVISORY GROUP, LLC is a Clearwater, Florida based Financial Planning firm with nearly $2,752,947,585 assets under management, offering retirement planning & investment advisory services to 14675 clients. The firm is staffed with 79 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 131167 |
| SEC# | 801-72792 |
| Assets Managed by Firm | $2,752,947,585 |
| No. of Clients | 14675 |
| No. of Advisors | 79 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Other (ASSET ALLOCATION SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 14675 | $2,752,947,585 |
| Individuals (other than high net worth individuals) | 5095 | $1,463,857,248 |
| High net worth individuals | 492 | $1,249,320,693 |
| Charitable organizations | 5 | $594,684 |
| Corporations or other businesses | 38 | $39,174,960 |
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