Insights

Growing Asset Base Csenge Advisory Group has demonstrated consistent investment activity across various sectors, with recent stakes in companies like Vistra, Check Point Software Technologies, and ETF products. This indicates an active portfolio management approach and potential needs for advanced investment solutions or financial planning support.

Investment Expansion The firm has increased its exposure to diverse asset classes, including equities, ETFs, and bonds, reflecting a strategic expansion in their investment strategies. This presents opportunities to offer tailored investment products, risk management tools, or portfolio analytics services.

Mid-Sized Market Player With revenue estimates between 25 and 50 million dollars and a relatively small team of 11 to 50 employees, Csenge Advisory Group is positioned as a nimble yet significant player in the investment management landscape, ideal for targeted service offerings and collaborative growth initiatives.

Technology Stack Usage Utilizing a range of digital tools including MySQL, Google Tag Manager, and PHP, the firm emphasizes a technology-driven approach, creating opportunities to introduce innovative financial technology solutions, data analytics, or digital marketing enhancements.

Client-Centric Focus Their extensive range of services in financial planning, risk management, estate planning, and retirement solutions, combined with a proprietary risk measurement process, indicate a strong client-focused approach. This provides avenues for complementing their offerings with superior advisory platforms or client engagement tools.

Csenge Advisory Group Tech Stack

Csenge Advisory Group uses 8 technology products and services including Open Graph, MySQL, JSON-LD, and more. Explore Csenge Advisory Group's tech stack below.

  • Open Graph
    Content Management System
  • MySQL
    Database
  • JSON-LD
    Javascript Frameworks
  • jQuery Migrate
    Javascript Libraries
  • PHP
    Programming Languages
  • Google Tag Manager
    Tag Management
  • Adobe Fonts
    Web Fonts
  • AddThis
    Widgets

Media & News

Csenge Advisory Group's Email Address Formats

Csenge Advisory Group uses at least 1 format(s):
Csenge Advisory Group Email FormatsExamplePercentage
First@csenge.comJohn@csenge.com
57%
FLast@csenge.comJDoe@csenge.com
19%
Last@csenge.comDoe@csenge.com
14%
First.Last@csenge.comJohn.Doe@csenge.com
10%

Frequently Asked Questions

Where is Csenge Advisory Group's headquarters located?

Minus sign iconPlus sign icon
Csenge Advisory Group's main headquarters is located at 4755 East Bay Drive Clearwater, Florida 33764 United States. The company has employees across 1 continents, including North America.

What is Csenge Advisory Group's phone number?

Minus sign iconPlus sign icon
You can contact Csenge Advisory Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Csenge Advisory Group's official website and social media links?

Minus sign iconPlus sign icon
Csenge Advisory Group's official website is csenge.com and has social profiles on LinkedIn.

What is Csenge Advisory Group's SIC code NAICS code?

Minus sign iconPlus sign icon
Csenge Advisory Group's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Csenge Advisory Group have currently?

Minus sign iconPlus sign icon
As of March 2026, Csenge Advisory Group has approximately 23 employees across 1 continents, including North America. Key team members include Chief Investment Officer: E. C.Owner & Managing Partner: J. C.Vice President, Executive Operations: H. D.. Explore Csenge Advisory Group's employee directory with LeadIQ.

What industry does Csenge Advisory Group belong to?

Minus sign iconPlus sign icon
Csenge Advisory Group operates in the Investment Management industry.

What technology does Csenge Advisory Group use?

Minus sign iconPlus sign icon
Csenge Advisory Group's tech stack includes Open GraphMySQLJSON-LDjQuery MigratePHPGoogle Tag ManagerAdobe FontsAddThis.

What is Csenge Advisory Group's email format?

Minus sign iconPlus sign icon
Csenge Advisory Group's email format typically follows the pattern of First@csenge.com. Find more Csenge Advisory Group email formats with LeadIQ.

When was Csenge Advisory Group founded?

Minus sign iconPlus sign icon
Csenge Advisory Group was founded in 1999.

Csenge Advisory Group

Investment ManagementFlorida, United States11-50 Employees

Csenge Advisory Group is one of the premier Registered Investment Advisory (RIA) firms in the Tampa Bay area*.  With almost 30 years of experience providing individuals and businesses with financial planning and asset management expertise.

What makes us different is our proprietary process that Measures, Manages, and Mitigates investment risk with careful adjustments to keep your portfolio aligned to your investment goals. We believe there are times to be offensive — fully invested — and times to be defensive — get out of some or even all asset classes. Over the years, we continually search for better ways to balance our investor’s desire for growth and higher returns with the need to minimize risk and lower volatility.

As financial planners, we work with individuals to develop and implement comprehensive planning covering: retirement needs, income distribution, asset allocation and risk management, estate planning, business transition, tax efficiency, even just what to do with your IRA.

Our 401k plan specialists provide consulting and fiduciary services to design and manage 401k and other retirement plans for businesses large or small.

Securities and advisory services offered through Lion Street Financial, member FINRA, SIPC, and a Registered Investment Advisor. Investment Advisory Services offered through Csenge Advisory Group, LLC, a registered investment adviser not affiliated with Lion Street Financial.

Section iconCompany Overview

Headquarters
4755 East Bay Drive Clearwater, Florida 33764 United States
Phone number
Website
csenge.com
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
5239 - Other Financial Investment Activities
Founded
1999
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    Csenge Advisory Group's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Csenge Advisory Group's revenue is estimated to be in the range of $25M$50M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.