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CS ADVISORS INC.
CRD 130729 · SEC 801-135242
7999 N FEDERAL HWY, SUITE 101, BOCA RATON, FL, 33487, United States
Phone
561-241-9301
Fax
561-241-9576
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$118.0M
Discretionary AUM
$118.0M
Team
3 total employees; 3 advisory reps; 2 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $92.3M |
| High net worth individuals | 62 | $20.9M |
| Charitable organizations | 2 | $4.6M |
| Corporations/business entities | 2 | $147K |
States served
NY, NC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD