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Csenge Advisory Group LLC
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CRD # | 131167 |
SEC # | 801-72792 |
CIK # | 0001715593 |
AUM | $2.3 BB (2023-03-28) |
Employees | 85 (81% Investors, 65% Brokers) |
Phone | 727-437-6000 |
Address | 4755 East Bay Drive Clearwater, FL 33764 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
AAPL | 2,382.8 | 0.0 | |
MSFT | 1,918.2 | 0.0 | |
GLD | 0.0 | ||
XOM | 385.5 | 0.0 | |
Holdings by Sector ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 5,601 | 1.1 |
(b) Individuals (high net worth individuals) | 513 | 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 | 42 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 13,504 | 2.3 |
By Discretionary | ||
Discretionary | 9,845 | 1.7 |
Non-Discretionary | 3,659 | 0.6 |
Total | 13,504 | 2.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 2.3 | |
Total | 13,504 | 2.3 |
EDGAR Form | CIK | 2011 - 2023 |
---|---|---|
13F-HR | [0001715593] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Advus Financial Partners LLC
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|
FL | 2.3 |
Founders Financial Securities LLC
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MD | 2.3 |
Equity Investment Corporation
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GA | 2.3 |
GIA Partners LLC
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NY | 2.3 |
Carson Group Investing LLC
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NE | 2.3 |
Ancora Family Wealth Advisors LLC
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|
OH | 2.3 |
Chicago Capital LLC
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|
IL | 2.3 |
Marcum Wealth LLC
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|
OH | 2.3 |
The Burney Company
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|
VA | 2.3 |
Applied Finance Capital Management LLC
✚
|
PR | 2.2 |