Csenge Advisory Group

Csenge Advisory Group

Investment Management Clearwater, Fl, United States 24 employees
Employees
24
Contacts
3
Emails
3
Phones
2

Csenge Advisory Group Overview

Headquarters
Clearwater, Fl, United States
Phone Number
Available in AeroLeads
Website
csenge.com
Industry
Investment Management
Employees
24
Founded
1999
Funding
,
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities

About Csenge Advisory Group

Csenge Advisory Group is one of the premier Registered Investment Advisory (RIA) firms in the Tampa Bay area*. With almost 30 years of experience providing individuals and businesses with financial planning and asset management expertise. What makes us different is our proprietary process that Measures, Manages, and Mitigates investment risk with careful adjustments to keep your portfolio aligned to your investment goals. We believe there are times to be offensive — fully invested — and times to be defensive — get out of some or even all asset classes. Over the years, we continually search for better ways to balance our investor’s desire for growth and higher returns with the need to minimize risk and lower volatility. As financial planners, we work with individuals to develop and implement comprehensive planning covering: retirement needs, income distribution, asset allocation and risk management, estate planning, business transition, tax efficiency, even just what to do with your IRA. Our 401k plan specialists provide consulting and fiduciary services to design and manage 401k and other retirement plans for businesses large or small. Securities and advisory services offered through Lion Street Financial, member FINRA, SIPC, and a Registered Investment Advisor. Investment Advisory Services offered through Csenge Advisory Group, LLC, a registered investment adviser not affiliated with Lion Street Financial.

Csenge Advisory Group Contact Details

People in AeroLeads
3
With contact data
3
Email contacts
3
100.0% coverage
Phone contacts
2
66.7% coverage

Csenge Advisory Group Org Chart

Sample employees and titles
Name Title Contact
Jeffrey Burgman Database Administrator at Csenge
Email
Chris Roehm Helping Business Owners Maximize Tax
Email Phone
John Csenge, Cimc, Aif®, Cfp® Owner & Managing Partner at Csenge
Email Phone

Employees by Management Level

Individual contributor 8 profiles
Associate / junior 2 profiles
Executive 1 profile
Director 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 2 2 2
General 2 2 1

Csenge Advisory Group Tech Stack

Compare Similar Companies to Csenge Advisory Group