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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| CSP Financial Group LLC
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|---|---|
| CRD # | 310819 |
| SEC # | 801-128346 |
| CIK # | 0000356037, 0001470315, 0001747794 |
| AUM | $30.3 M (2025-05-02) |
| Employees | 19 (100% Investors, 0% Brokers) |
| Phone | 480-600-9626 |
| Address | 14300 North Northsight Blvd Scottsdale, AZ 85260 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 939 | 21.2 |
| (b) Individuals (high net worth individuals) | 39 | 9.1 |
| (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 | 5 | 0.0 |
| (h) Charitable organizations | 0 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 186 | 30.3 |
| By Discretionary | ||
| Discretionary | 186 | 30.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 186 | 30.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 30.3 | |
| Total | 186 | 30.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 10-K | [0000356037] | |
| 10-Q | [0000356037] | |
| 3 | [0000356037] | |
| 4 | [0000356037] | |
| 5 | [0000356037] | |
| 8-K | [0000356037] | |
| SC 13D | [0000356037] | |
| SC 13G | [0000356037] | |
| D | [0001470315] | |
| 3 | [0001747794] | |
| 4 | [0001747794] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| CSP Inc /MA/ | |
| Levine Gary W | |
| Nerges Joseph R | |
| Southwell Gary | |
| Folger Anthony | |
| James C Shelton | |
| Blackmon Raymond Charles JR | |
| Smith Marilyn T | |
| Azeri Ismail | |
| Dellovo Victor | |
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