A complete list of active advisors currently associated with Csenge Advisory Group, LLC
Warmer can help you find a great advisor at Csenge Advisory Group, LLC or one who fits your needs even better.
Csenge Advisory Group provides investment advisory and retirement-plan consulting to a mix of individuals, high net worth clients, charities, and corporate/business clients. Services described in the brochure include asset management, asset allocation advice, financial planning and hourly consulting, and corporate investment and retirement plan consulting. The firm’s investment process combines fundamental and technical analysis with a stated emphasis on a relative strength methodology and a top-down, four-step market/sector/manager/risk approach. Advisor representatives customize portfolios for clients using discretionary management or model-based allocations (13 proprietary models are maintained) and the firm typically offers services on a wrap-fee basis. Compared with many large enterprise firms, Csenge operates through a network of independent advisor representatives who may conduct business under their own business names and also serves as a sub‑advisor or solicitor for third‑party managers. The brochure also notes there is no account minimum despite roughly $3.17 billion in assets under management and discloses a meaningful non‑discretionary asset base alongside its primarily discretionary programs.
To learn more about the advisors currently working at Csenge Advisory Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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