Birmingham, AL Office

Team
Updated today

Client AUM

$3,105,620,141

Clients

7,147

Advisors

2

Of 71 advisors across 40 offices

Location

2100 Riverchase Ctr, Suite 408

Birmingham AL 35244

Advisors at this office

2

Advisors at this office

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Adam S

Series 66

Birmingham, AL

Csenge Advisory Group, LLC

Adam Smith is a Series 66-licensed financial advisor with four years of industry experience. He is currently with Csenge Advisory Group, LLC and has prior experience at Integrity Alliance, LLC, Lion Street Financial, and Auburn University. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm combines fundamental and technical analysis with a relative strength methodology, offering customized portfolio management through discretionary or model-based allocations across 13 proprietary models.

Founder/Business Owner Retired Approaching retirement
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Aiden P

Series 66

Birmingham, AL

Csenge Advisory Group, LLC

Aiden Pierce is a financial advisor with Csenge Advisory Group, LLC, holding a Series 66 designation and four years of industry experience. He has worked at multiple firms, including Integrity Alliance, LLC, Lion Street Financial, and Csenge Advisory Group. Outside of advisory roles, he has experience reviewing life insurance policies through a related insurance provider position. Csenge Advisory Group provides investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and corporate/business clients. The firm employs a combined fundamental and technical investment process with customized portfolio management and operates through a network of independent advisors.

Founder/Business Owner Retired Approaching retirement
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