Csenge Advisory Group, LLC is a large advisory firm based in Clearwater. It manages $665.41 million of regulatory assets for 3,776 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Alabama, Arizona, California, and 27 other states.
Csenge Advisory Group provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and asset allocation services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Csenge Advisory Group, LLC is $665.41 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 2509% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Csenge Advisory Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Csenge Advisory Group is individuals with 2,354 clients and $443.76 million of assets under management. Among the 8 most similar advisory firms, Csenge Advisory Group has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $665.41 million for 2,448 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Csenge Advisory Group doesn't advise any private funds.
The company employs 38 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 30 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Csenge Advisory Group, LLC performs its advisory services is located at 4755 East Bay Drive, Clearwater, FL 33764, which is also the mailing address of the firm. An additional office of the firm is in Flossmoor, IL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 727-437-6000 or by fax 727-437-6650. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at csenge.com/.