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CSENGE ADVISORY GROUP, LLC
CRD 131167 · SEC 801-72792
4755 EAST BAY DRIVE, CLEARWATER, FL, 33764, United States
Phone
727-437-6000
Fax
727-437-6650
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.17B
Discretionary AUM
$2.63B
Team
74 total employees; 67 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersASSET ALLOCATION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6316 | $1.09B |
| High net worth individuals | 831 | $2.01B |
| Charitable organizations | 4 | $301K |
| Corporations/business entities | 48 | $63.8M |
States served
AL, AZ, AR, CA, CO, DE, GA, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://www.linkedin.com/company/csenge-advisory-group/
- https://impactwealth.com/
- https://www.corleyandkent.com/
- https://www.facebook.com/FSStrategies
- https://www.facebook.com/HessSegal/
- https://twitter.com/HessSegal
- https://www.athenianprivateclientgroup.com/
- https://www.linkedin.com/company/athenian-private-client-group-corp-/
- https://fidelisfinancialstrategies.com/
- https://twitter.com/svassilakos
- https://www.egfas.com/
- https://cassidy-co.com/
- https://www.facebook.com/CsengeAdvisory/
- https://verityfinancialteam.com/
- https://www.linkedin.com/company/polaris-wealth-management/
- https://www.weprotectwealth.com
- https://sapers-wallack.com/
- https://highridgeadvisory.com
- https://www.webbfinancialconsultants.com/
- https://twitter.com/CsengeAdvisory
- http://www.pennjerdel.com/
- https://www.decimawealth.com/
- https://www.cinderwealth.com/
- https://www.draperfinancialgrp.com
- https://www.facebook.com/SaveandPlan/
- https://myfinancialcoach.com/personnel/hostetler-financial-llc/
- https://www.financialsuccessstrategies.com/
- https://www.facebook.com/wealthstrategiesllc
- https://www.facebook.com/profile.php?id=100055314686162
- https://radianpartners.net/
- https://www.ColterDennis.com
- https://twitter.com/impactwealth3
- https://www.linkedin.com/company/radian-partners-llc/about/
- https://www.destinyfg.com/
- https://www.linkedin.com/company/wealth-strategies-llc/
- https://www.facebook.com/wakefieldventuregroup2015?ref=hl
- https://www.wakefieldventuregroup.com/
- https://www.hesssegal.com/
- https://www.facebook.com/WebbFinancialConsultants
- https://www.polarisadvice.com/
- https://twitter.com/JKJonesFin
- HTTP://CSENGE.COM/
- https://www.wsllc.us/
- https://www.wayfinder-wealth.com/
- https://www.linkedin.com/company/webb-financial-consultants/
- https://www.facebook.com/weimpactwealth
- https://www.instagram.com/cinderwealth
- https://www.linkedin.com/company/impactwealth/about/
- https://www.linkedin.com/company/cinder-wealth-advisors
- https://www.linkedin.com/company/decima-wealth-consulting
Official SEC filing: View on IAPD