CSP FINANCIAL GROUP LLC
SEC Form ADV profile.
Total regulatory AUM
$150,550,578
Discretionary
$150,550,578
Non-discretionary
$0
Firm details
- CRD number
- 310819
- SEC file number
- 801-128346
- Main office
- SCOTTSDALE, AZ, United States
- Employees
- 21
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of November 2026.