CSP FINANCIAL GROUP LLC
CRD #310819 SEC #801-128346 SCOTTSDALE, AZ 480-600-9626
SEC Registered
Total AUM
$30.3M
Discretionary
$30.3M
Employees
18
Clients
11
Accounts
186
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $30.3M | $30.3M | $0 | 18 | 600 |
| Sep 2025 | $30.3M | $30.3M | $0 | 19 | 600 |
| May 2025 | $30.3M | $30.3M | $0 | 19 | 600 |
| Mar 2025 | $30.3M | $30.3M | $0 | 19 | 600 |
| Mar 2025 | $30.3M | $30.3M | $0 | 19 | 600 |
DateDec 2025
Total AUM$30.3M
Discretionary$30.3M
Non-Disc.$0
Employees18
Clients600
DateSep 2025
Total AUM$30.3M
Discretionary$30.3M
Non-Disc.$0
Employees19
Clients600
DateMay 2025
Total AUM$30.3M
Discretionary$30.3M
Non-Disc.$0
Employees19
Clients600
DateMar 2025
Total AUM$30.3M
Discretionary$30.3M
Non-Disc.$0
Employees19
Clients600
DateMar 2025
Total AUM$30.3M
Discretionary$30.3M
Non-Disc.$0
Employees19
Clients600