Csi Group Advisors, LLC
● SEC registered since 2025CRD 338012SEC# 801-134411Wall Township, NJ
Reg. AUM
—
Employees
7
Accounts
—
Location
Wall Township, NJ
Csi Group Advisors, LLC assets under management
Csi Group Advisors, LLC is an SEC-registered investment adviser based in Wall Township, NJ. The firm has been registered since 2025. It employs 7 people.
Csi Group Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Clay Rome Control | Chief Compliance Officer | Under 5% | 2025 |
| Robert Michael Greco Control | Managing Member | Over 75% | 2025 |
Frequently asked questions
How many employees does Csi Group Advisors, LLC have?
Csi Group Advisors, LLC reports 7 employees.
Where is Csi Group Advisors, LLC located?
Csi Group Advisors, LLC is based in Wall Township, NJ and has been SEC-registered since 2025.
Does Csi Group Advisors, LLC disclose fund performance?
Csi Group Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1599 Nj-34, Suite 2, Wall Township, NJ 07727 |
| Phone | (732) 224-3990 |
| Fax | (732) 224-9990 |
| Office hours | 9:00 - 5:00 (Et) |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 51%
More than 49% of 16,825 advisers