The CSENGE ADVISORY GROUP, LLC is a privately held investment adviser that advises $3.17Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. CSENGE ADVISORY GROUP, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 96.69% over the last 5-years.
The Group has been registered with the SEC for 14.81 years and is comprised of 1 filing and 0 relying advisers. They operate out of 31 office locations with their Headquarters at 4755 EAST BAY DRIVE, CLEARWATER, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 74 employees comprised of 67 investment and 7 non-investment staff. The total number of Employees increased by 51.02% over the last 5-years.
Their $3.17Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 52 other accounts. Assets of High Net Worth Individuals clients own $2.01Bn or 63.51% of Total Assets and Individuals own $1.09Bn or 34.46% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
CSENGE ADVISORY GROUP, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.