Csa Financial Management, Inc.
Csa Financial Management, Inc. (CRD# 123316) is a financial advisory firm headquartered in Hummelstown, PA. They manage $26,622,637 in 96 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Csa Financial Management, Inc.
By the Numbers
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Total Assets Under Management27MILLION
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Total Number of Accounts96ACCOUNTS
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Average Account Value$277,319
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA
Financial Advisors at Csa Financial Management, Inc.
1
Dennis Grier (CRD# 3146257) is an Investment Advisor Representative working at Csa Financial Management, Inc. in Hummelstown, PA and has over 25 years of experience in the finance industry.
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