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CSP FINANCIAL GROUP LLC

CRD 310819 · SEC 801-128346

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14300 NORTH NORTHSIGHT BLVD, SUITE 120, SCOTTSDALE, AZ, 85260, United States

Phone

480-600-9626

Fax

240-331-0849

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$119.2M

Discretionary AUM

$119.2M

Team

20 total employees; 20 advisory reps; 751 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees; REFERRAL FEES

Org form

Limited Liability Company

Filing date

2026-04-10

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersEducational seminarsPORTFOLIO ANALYSIS (MRI) SERVICES

Client types

TypeClientsAUM
Individuals282$57.8M
High net worth individuals30$61.5M
Pension/profit sharing plans5$0

States served

AZ, AR, CA, CO, DE, DC, GA, IL, IA, LA, MD, MA, MN, NE, NV, NJ, NM, NY, NC, OK, PA, SC, TN, UT, VA, WV, WI, WA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD