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| Happy Holidays!! thanks for using AUM13F!! |
| Csenge Advisory Group LLC
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| CRD # | 131167 |
| SEC # | 801-72792 |
| CIK # | 0001715593 |
| AUM | $2.9 B (2025-07-14) |
| Employees | 79 (96% Investors, 77% Brokers) |
| Phone | 727-437-6000 |
| Address | 4755 East Bay Drive Clearwater, FL 33764 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| SPDR Gold Trust | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,766 | 1.4 |
| (b) Individuals (high net worth individuals) | 501 | 1.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 40 | 0.0 |
| (n) Other | 1 | 0.0 |
| Total | 14,643 | 2.9 |
| By Discretionary | ||
| Discretionary | 11,625 | 2.3 |
| Non-Discretionary | 3,018 | 0.6 |
| Total | 14,643 | 2.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.9 | |
| Total | 14,643 | 2.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001715593] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Shapiro Capital Management LLC
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|
GA | 2.9 |
|
Guardian Partners Inc
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2.9 | |
|
Midland Wealth Advisors LLC
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IL | 2.9 |
|
Meyer Handelman Company LLC
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NY | 2.9 |
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Schneider Downs Wealth Management Advisors LP
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PA | 2.9 |
|
Visionary Wealth Advisors LLC
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MO | 2.9 |
|
Inspire Investing LLC
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ID | 2.9 |
|
Nuance Investments LLC
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|
MO | 2.8 |
|
Valley Forge Investment Consultants Inc
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|
PA | 2.8 |
|
Globalt Investments LLC
✚
|
GA | 2.8 |