$28.8M Total AUM
$28.8M Disc. AUM
-- 3Y CAGR
3 Employees
137 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Vital waveAtlas delta
- Established Date
- 11-20-2020
- Office Locations
- 1
Office Locations
65 South 11th St. Suite 15 Brooklyn NY
About CSD Financial LLC
CSD Financial is an independent, flat-fee fiduciary RIA led by Chesky Deutsch (ChFC, RICP). The firm delivers comprehensive financial roadmaps, investment management, and on-demand consulting, advising on tax strategy, retirement planning, risk management, insurance, and estate planning. No commissions or referral kickbacks; custody includes Charles Schwab.
Team overview
35 AVG AGE
$14.4M AVG AUM / ADVISOR
$209.9K AVG AUM / CLIENT
2.7 yrs AVG TENURE
3 Employees
2 Advisory Reps
1 RIA Reps
5yrs Firm Age
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Asset Classes
Vertex
Client Personas
Horizon
CRM
Radial
Custodian
Pioneer Summit Pathway capital Zenith delta
Investment Themes
Horizon Element eagle Focus ridge Radial
Investment Vehicles
Wave vital
Services
Frontier Unison Zenith Insight Optima matrix Beacon vertex
Technology
Vector glacier Glacier
Owner & Executives
C
CHESKAL DEUTSCH
Chief Compliance Officer, Managing Member
- CRD
- #5885770
- Ownership
- 75% or more
(822) 771-9731
pioneer.radial@radialcapital.com
in linkedin.com/in/focus-oak
Showing 1 of 1 owners & executives
Unlock allContacts
S
Shlomo Moskowitz
--
- CRD
- #8213130
(833) 932-2165
capital.frontier@eaglecapital.com
in linkedin.com/in/element-ridge
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,762,712 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,762,712 | -- |
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Separately Managed Accounts
Total SMA Asset: $28,762,712
Public Funds:
27.0% Cash:
25.6% Equity - Exchange:
23.1% U.S. Government/Agency:
24.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,146,751,546 | 27.0% |
| Cash | $1,087,290,355 | 25.6% |
| Equity - Exchange | $981,109,656 | 23.1% |
| U.S. Government/Agency | $1,032,076,391 | 24.3% |
| Total | $4,247,227,948 | 100.0% |