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Building 2CSP FINANCIAL GROUP LLC

Map pinSCOTTSDALE, AZ
Phone480-600-9626
NotebookSEC #801-128346
Total AUM
$119.2M
Employees
20
Clients
317

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14300 NORTH NORTHSIGHT BLVD
SUITE 120
SCOTTSDALE
AZ 85260
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
480-600-9626
Other Offices
17

ReceiptFinancials

Total AUM
$119.2M
Accounts
777
Discretionary
$119.2M
Accounts
777
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
282
AUM
$57.8M
HNW Individual Clients
30
AUM
$61.5M
Pension/Profit Sharing Plan Clients
5
AUM
$0

Briefcase businessServices

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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

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACODCDEFLGAIAILLAMAMDMNNCNENHNJNMNVNYOKPASCTNTXUTVAWAWIWV

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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