CSP FINANCIAL GROUP LLC
Total AUM
$119.2M
Employees
20Clients
317Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
14300 NORTH NORTHSIGHT BLVD
SUITE 120
SCOTTSDALE
AZ 85260
United States
SUITE 120
SCOTTSDALE
AZ 85260
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
480-600-9626
Other Offices
17
Financials
Total AUM
$119.2M
Accounts
777Discretionary
$119.2M
Accounts
777Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
282AUM
$57.8M
HNW Individual Clients
30AUM
$61.5M
Pension/Profit Sharing Plan Clients
5AUM
$0
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
PORTFOLIO ANALYSIS (MRI) SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES
Compliance
Disclosures
None reported
State Registrations
ARAZCACODCDEFLGAIAILLAMAMDMNNCNENHNJNMNVNYOKPASCTNTXUTVAWAWIWV
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.