CRD: 123316
CSA Financial Management, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-04-1993
- Office Locations
- 1
Office Locations
About CSA Financial Management, Inc.
CSA Financial Management, Inc. is an independent, conflict-averse RIA in Hummelstown, PA providing investment advice, non-discretionary asset management, and planning across retirement, education funding, estate, and tax needs. Portfolios are primarily ETF-based, with additional use of mutual funds and cash. The firm does not take commissions or referral fees and does not recommend cryptocurrency; it can review existing insurance and annuity policies without selling products. Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
DENNIS J GRIER
Associate
- CRD
- #3146257
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $33,172,975 | -- |
| Total | $33,172,975 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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