Csat Funds (CRD# 161626) is a financial advisory firm headquartered in Ann Arbor, MI. They manage $206,161,599 in 2 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management206MILLION
Total Number of Accounts2ACCOUNTS
Average Account Value$103,080,800
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients