Overview
Assets Under Management: $650 million
Headquarters: FAIRFIELD, NJ
High-Net-Worth Clients: 225
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 225
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.01
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 2,646
Discretionary Accounts: 2,596
Non-Discretionary Accounts: 50
Regulatory Filings
CRD Number: 307189
Filing ID: 2002339
Last Filing Date: 2025-07-08 08:07:00
Website: https://cspgllc.com