Csa Financial Management, Inc.
Csa Financial Management, Inc. (CRD# 123316) is a financial advisory firm headquartered in Hummelstown, PA. They manage $19,200,000 in 86 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management19MILLION
Total Number of Accounts86ACCOUNTS
Average Account Value$223,256
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Dennis Grier (CRD# 3146257) is an Investment Advisor Representative working at Csa Financial Management, Inc. in Hummelstown, PA and has over 17 years of experience in the finance industry.