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CSG FINANCIAL
CSG FINANCIAL LLC
CRD 330894
3980 NORTH DUPONT HIGHWAY, DOVER, DE, 19901, United States
Phone
(302) 678-8701
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$15.8M
Discretionary AUM
$15.8M
Team
3 total employees; 3 advisory reps; 16 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 58 | $9.3M |
| High net worth individuals | 4 | $6.4M |
All web addresses on file
Official SEC filing: View on IAPD