Csla Financial Inc
RIASEC Registered
Total AUM
$7.5M
Discretionary
$7.5M
100% of AUM
Avg account
$61.5K
Accounts
122
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 283082
- Website
- www.cslafinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Csla Financial Inc. is an independent, advisor-owned wealth firm that serves individual and family clients. The firm charges fees as a percentage of assets under management and combines financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars or workshops. Csla Financial also operates as an insurance broker, and its public filings indicate it does not position itself as a capital allocator or an active ESG investor.
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
- Exchange Traded Equities81%
- US Government Bonds12%
- Public Funds/Mutual Funds6%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1Jantz Hoffman
CEOCRD 4854438
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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