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
P. O. Box 428, Hummelstown, PA 17036
https://csafinancialmanagement.com
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    96
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Csa Financial Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Dennis Grier, financial advisor Hummelstown PA
Dennis J. Grier
CRD#: 3146257
Hummelstown, PA

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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