Overview
Assets Under Management: $2.9 billion
Headquarters: CLEARWATER, FL
High-Net-Worth Clients: 501
Average Client Assets: $3 million
Frequently Asked Questions
CSENGE ADVISORY GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #131167), CSENGE ADVISORY GROUP, LLC is subject to fiduciary duty under federal law.
CSENGE ADVISORY GROUP, LLC is headquartered in CLEARWATER, FL.
CSENGE ADVISORY GROUP, LLC serves 501 high-net-worth clients according to their SEC filing dated July 14, 2025. View client details ↓
According to their SEC Form ADV, CSENGE ADVISORY GROUP, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
CSENGE ADVISORY GROUP, LLC manages $2.9 billion in client assets according to their SEC filing dated July 14, 2025.
According to their SEC Form ADV, CSENGE ADVISORY GROUP, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 501
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 48.16
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 14,643
Discretionary Accounts: 11,625
Non-Discretionary Accounts: 3,018
Regulatory Filings
CRD Number: 131167
Filing ID: 2003511
Last Filing Date: 2025-07-14 11:45:00
Website: https://csenge.com