|
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| Csenge Advisory Group LLC
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| |
|---|---|
| CRD # | 131167 |
| SEC # | 801-72792 |
| CIK # | 0001715593 |
| AUM | $2.8 BB (2024-07-03) |
| Employees | 79 (96% Investors, 77% Brokers) |
| Phone | 727-437-6000 |
| Address | 4755 East Bay Drive Clearwater, FL 33764 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.0 | |
| NVDA | 399.6 | 0.0 | |
| MSFT | 1,918.2 | 0.0 | |
| GLD | 0.0 | ||
| AMZN | 1,093.0 | 0.0 | |
| GOOGL | 1,475.1 | 0.0 | |
| XOM | 385.5 | 0.0 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,095 | 1.5 |
| (b) Individuals (high net worth individuals) | 492 | 1.2 |
| (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 | 5 | 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 | 38 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 14,675 | 2.8 |
| By Discretionary | ||
| Discretionary | 11,501 | 2.2 |
| Non-Discretionary | 3,174 | 0.6 |
| Total | 14,675 | 2.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.8 | |
| Total | 14,675 | 2.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001715593] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
McInroy & Wood Limited
✚
|
2.8 | |
|
Strategic Global Advisors LLC
✚
|
CA | 2.8 |
|
Advus Financial Partners LLC
✚
|
FL | 2.8 |
|
Two West Capital Advisors LLC
✚
|
KS | 2.8 |
|
The Welch Group LLC
✚
|
AL | 2.8 |
|
Larson Financial Group LLC
✚
|
MO | 2.7 |
|
Saratoga Research & Investment Management
✚
|
CA | 2.7 |
|
Frost Investment Services LLC
✚
|
TX | 2.7 |
|
North Star Asset Management Inc
✚
|
WI | 2.7 |
|
Ancora Family Wealth Advisors LLC
✚
|
OH | 2.7 |