Csenge Advisory Group
Finance · Florida, United States · 11-50 Employees
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Overview
Headquarters
4755 E Bay Dr, Clearwater, Florida, 3376...Phone Number
(727) 437-6000Website
www.csenge.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
2
2
1
1
1
About Csenge Advisory Group
Csenge Advisory Group specializes in wealth management and financial planning, focusing on simplifying the financial lives of their clients. With over 25 years in business, they provide high-quality advice tailored to individual needs, aiming to create better financial outcomes. Their services include asset management and retirement planning, catering to a diverse clientele seeking professional guidance in managing their finances. The firm is committed to transparency and client care, ensuring that all decisions are made in the best interests of their clients.Explore more
Csenge Advisory Group Org Chart
CR
Wealth Advisor & Cash Balance Plans Specialis...
SB
Financial Advisor
ES
Wealth Advisor
CC
Wealth Advisor
VA
Certified Financial Planner
SN
Investment Advisor & Representative
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Activity Insights
Csenge Advisory Group is experiencing very low activity levels compared to other companies in the Finance sector.
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Csenge Advisory Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Csenge Advisory Group.
Csenge Advisory Group financials insights
Gather financial insights about Csenge Advisory Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
Csenge Advisory Group Tech Stack
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Most Recent Scoops
Executive Move
Executive Moves, Board of Directors
Award
Funding
Csenge Advisory Group has received an SBA PPP loan for $150,000-350,000 from Truist Bank d/b/a Branch Banking & Trust Co, supporting the retention of 14 jobs.
Funding
Csenge Advisory Group News & Media
Csenge Advisory Group Purchases New Stake in First Trust Nasdaq Food & Beverage ETF ...
Csenge Advisory Group purchased a new stake in shares of First Trust Nasdaq Food & Beverage ETF (NASDAQ:FTXG - Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 215,648 shares of the cEric Caisse from Tampa Bay Appointed to the Chartered Market Technician (CMT) Association Global Board of Directors
CLEARWATER, Fla., July 13, 2023 /PRNewswire/ -- Csenge Advisory Group's (CAG) Chief Investment Officer (CIO) and Partner, Eric Caisse CMT®, CFA®, ABFPSM has been asked to join the Chartered Market Technicians Association (CMT) Board of Directors. Caisse has 25 years of experience in the...CAG Advisor Network Prepares for $10B AUM Within the Next 5 Years
Csenge Continues Planning for Future Growth CLEARWATER, Fla., March 16, 2023 /PRNewswire/ -- Csenge Advisory Group's (CAG) Advisor Network ended 2022 with $2.7B in Assets Under Management (AUM) and shows no signs of slowing down. In 2022, the network added Compass Advisory Partners based...Csenge Advisory Group Donated 2% of Net Profit in 2022
Donations Benefited National and Local Organizations CLEARWATER, Fla., Jan. 26, 2023 /PRNewswire/ -- In 2022, Csenge Advisory Group (CAG) committed 2% of net profit to various charitable organizations. These worthy organizations included: Beat Childhood Cancer University of Tampa...
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Csenge Advisory Group specializes in wealth management and financial planning, focusing on simplifying the financial lives of their clients. With over 25 years in business, they provide high-quality advice tailored to individual needs, aiming to create better financial outcomes. Their services include asset management and retirement planning, cater... Read More
