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Csp Financial Group LLC

● SEC registered since 2023CRD 310819SEC# 801-128346Scottsdale, AZ
Export (members)
Reg. AUM
$30.3M
Employees
19
Accounts
186
Location
Scottsdale, AZ

Csp Financial Group LLC assets under management

Csp Financial Group LLC is a registered investment adviser overseen by the SEC based in Scottsdale, AZ. The firm has been registered since 2023. It reports $30.3 million in regulatory assets under management and employs 19 people.
www.cspfgllc.comView on SEC.gov ↗

Csp Financial Group LLC owners & executives

1 reported
NameTitleOwnershipSince
Charles Arthur Pettit ControlManaging Member & Chief Compliance OfficerOver 75%2020

Frequently asked questions

How much does Csp Financial Group LLC manage?

Csp Financial Group LLC reports $30.3 million in regulatory assets under management on its Form ADV.

How many employees does Csp Financial Group LLC have?

Csp Financial Group LLC reports 19 employees.

Where is Csp Financial Group LLC located?

Csp Financial Group LLC is based in Scottsdale, AZ and has been SEC-registered since 2023.

Does Csp Financial Group LLC disclose fund performance?

Csp Financial Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address14300 North Northsight Blvd, Suite 120, Scottsdale, AZ 85260
Phone480-600-9626
Fax240-331-0849
Office hours9:00a.m. - 5:00p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK2111080
Discloses disciplinary historyNo

Assets under management

Discretionary$30.3M
Non-discretionary$0
Total (RAUM)$30.3M