Csenge Advisory Group, LLC
Firm details
- Headquarters
- Clearwater, Florida
- CRD number
- 131167
- Registered since
- October 13, 2011
- Website
- www.csenge.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, PERSHING LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI63.51%
- Individuals34.46%
- Corporations / Businesses2.01%
- Charitable Organizations0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Csenge Advisory Group, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2011. The firm serves both individual/family and institutional clients and operates as a capital allocator—selecting and allocating to outside managers in addition to managing client portfolios directly. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Fee arrangements are a mix of percentage-of-AUM, hourly charges, and fixed fees. The firm is not identified as an active ESG investor. Csenge was named among the Financial Times’ Top 300 RIA Firms in 2020, reflecting industry recognition for scale or growth among registered advisers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds62%
- Exchange Traded Equities21%
- Cash & Cash Equivalents9%
- Other6%
- Non-Exchange Traded Equities1%
Owners & executives
3 of 7
Spiros Vassilakos
CEOCRD 4250517
Larry Tolbert
Chairman & CEOCRD 1054714
James Teegarden
CEOCRD 2812366
Contacts
3 of 69
John Csenge
Wealth AdvisorCRD 5744174
Sean Moneypenny
Wealth AdvisorCRD 5824473
Travis Giffey
Registered Principal & Financial AdvisorCRD 5078459
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 470Active vs passive
$2.7B in ETFs
72%
$1.9B
26%
$755M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $133M | 177,587 | 4.92% |
Location
Clearwater, FL
Pinellas
Location
Clearwater, FL
Headquartered in Clearwater, FL, in the South of the United States.
- Region
- South
- County
- Pinellas
- Address
- 4755 E Bay Dr
- Time zone
- ET (UTC-5)
- Office locations
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