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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-20-2003
- Office Locations
- 1
Office Locations
About CSH Investment Management
CSH Investment Management (CSH Investments) provides holistic wealth management and financial planning, including investment strategies, retirement and estate planning, and business succession guidance. The firm emphasizes risk-balanced portfolios and ongoing advisor access, operating on a non-commission, transparent fee model. Custody is listed with Charles Schwab, and portfolios use ETFs alongside U.S. government/agency bonds and cash.
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Owner & Executives
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Unlock allContacts
CHARLES STEVE HENRY
Investment Advisor
- CRD
- #2457602
ROBBIE IVAN JOHNSON
Financial Advisor, General Partner
- CRD
- #4498532
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,193,630 | -- |
| Non-Discretionary | $0 | -- |
| Total | $67,193,630 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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