Assets Under Management
$1.5B
Number of Clients
1,724
Number of Advisors
5
Average Client AUM
$865K
AUM per Advisor
$298.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
CSPAM offers discretionary asset management through advisory programs, primarily for clients of registered investment advisers. They provide investment consulting services and manage specific investment strategies in wrap fee programs. Their services include CSP Global and CSP Separate Accounts, utilizing mutual funds, ETFs, and individual securities.
901 East Byrd Street, Suite 1001, Richmond, VA, 23219