Overview
Assets Under Management: $2.9 billion
Headquarters: CLEARWATER, FL
High-Net-Worth Clients: 501
Average Client Assets: $3 million
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