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Csenge Advisory
Csenge Advisory Group, Inc. is a registered investment advisory (RIA) firm headquartered in Clearwater, Florida, providing wealth management and financial planning services.
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Csenge Advisory at a glance
Csenge Advisory is a financial services company headquartered in United States. Xcout tracks 8 named people at Csenge Advisory, including Eric J. Caisse (Chief Investment Officer & Partner).
Csenge Advisory leadership
- Eric J. CaisseChief Investment Officer & Partner
- Michael SchmidtkeChief Compliance Officer
- John L. CsengeFounder & Managing Partner
- Helen DowlerVice President, Executive Operations
- Sean BiggsVice President, Asset Management
- Roger BedillionManaging Director of Pennsylvania
2 more named people on record for Csenge Advisory, with roles, board committees and tenure — see the full roster →
Csenge Advisory competitors
A few of Csenge Advisory's closest competitors — see the full list of competitors and alternatives →
Dougherty CP Investments LLC is an independent, fiduciary wealth management firm located in Spring Hill, Florida. The company provides comprehensive financial services including financial planning, investment management, tax planning, retirement planning, and estate planning for clients in the Tampa Bay area and beyond.
CIO Group, LLC is an SEC-registered investment adviser that provides wealth management and investment advisory services to individuals and clients. The firm utilizes a combination of wealth management experience, proprietary artificial intelligence technology, and active asset allocation methodologies to manage portfolios and deliver financial insights.
Financial Sense Wealth Management is a registered investment adviser and securities firm providing financial planning, investment management, and market commentary for investors.
Confluence Financial Partners is a wealth management firm headquartered in Pittsburgh, Pennsylvania, with additional offices in McMurray, Sewickley, Grove City, and Bonita Springs. The company was built to set a new standard in the financial services industry by providing professional wealth management and financial advisory services.
Cambridge Financial Group, Inc. is a fiduciary financial planning firm that provides comprehensive, life-centered wealth planning services. The company serves individual clients by offering tailored advice on investments, tax strategy, debt reduction, cash flow management, and stock option planning.
Regency Investment Advisors Inc. is an independent investment advisory firm with a regional office in Fresno, California, and roots connected to St. Louis, Missouri. The fee-only fiduciary firm offers wealth management and financial advisory services to clients.
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More on Csenge Advisory in Xcout Intel
- 8 named people with titles, LinkedIn and board committees
- The full competitor set, tracking, exports and API access