|
⚲
|
| Keyboard |
| Csenge Advisory Group LLC
✚
|
|
|---|---|
| CRD # | 131167 |
| SEC # | 801-72792 |
| CIK # | 0001715593 |
| AUM | 3,169.7 M (2026-03-25) |
| Employees | 74 (91% Investors, 41% 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 | ||
| SPDR Gold Trust | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Amazon Com 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) | 6,316 | 1.1 |
| (b) Individuals (high net worth individuals) | 831 | 2.0 |
| (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 | 48 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 14,361 | 3.2 |
| By Discretionary | ||
| Discretionary | 11,888 | 2.6 |
| Non-Discretionary | 2,473 | 0.5 |
| Total | 14,361 | 3.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.2 | |
| Total | 14,361 | 3.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001715593] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Evensky & Katz LLC
✚
|
FL | 3,209.8 M |
|
Leo Wealth LLC
✚
|
NJ | 3,205.2 M |
|
Principle Wealth Partners LLC
✚
|
CT | 3,204.7 M |
|
Lutz Financial Services LLC
✚
|
NE | 3,187.2 M |
|
Girard Advisory Services LLC
✚
|
PA | 3,181.1 M |
|
LCP Institutional LLC
✚
|
GA | 3,176.6 M |
|
Midland Wealth Advisors LLC
✚
|
IL | 3,160.0 M |
|
on Investment Management Co
✚
|
OH | 3,152.5 M |
|
SRH Advisors LLC
✚
|
KS | 3,149.1 M |
|
Santander Securities LLC
✚
|
MA | 3,141.0 M |