1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CSENGE ADVISORY GROUP, LLC

Map pinCLEARWATER, FL
Phone727-437-6000
NotebookSEC #801-72792
Total AUM
$3.2B
Employees
74
Clients
7,199

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4755 EAST BAY DRIVE
CLEARWATER
FL 33764
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
727-437-6000
Other Offices
36

ReceiptFinancials

Total AUM
$3.2B
Accounts
14,361
Discretionary
$2.6B
Accounts
11,888
Non-Discretionary
$535.9M
Accounts
2,473

ContactClients

View more in analytics →

Individual Clients
6,316
AUM
$1.1B
HNW Individual Clients
831
AUM
$2B
Charitable Organization Clients
4
AUM
$301.3K
Corporation or Business Clients
48
AUM
$63.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
ASSET ALLOCATION SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOCTDEFLGAHIIAILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNVNYOHOKORPARISCSDTNTXUTVAWAWIWV

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account