Csla Financial Inc
Firm details
- Headquarters
- ,
- CRD number
- 283082
- Website
- www.cslafinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Csla Financial Inc. is an independent, owner-operated registered investment adviser organized as a corporation that serves individual and family clients. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. The firm also operates as an insurance broker. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed fees. Csla Financial Inc. does not identify as an active ESG investor, is not a multistate adviser, and does not position itself as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations