Boulder, CO Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Csenge Advisory Group, LLC
Multi-team
Firm-wide stats for Csenge Advisory Group, LLC
About
Csenge Advisory Group provides investment advisory and retirement-plan consulting to a mix of individuals, high net worth clients, charities, and corporate/business clients. Services described in the brochure include asset management, asset allocation advice, financial planning and hourly consulting, and corporate investment and retirement plan consulting.
The firm’s investment process combines fundamental and technical analysis with a stated emphasis on a relative strength methodology and a top-down, four-step market/sector/manager/risk approach. Advisor representatives customize portfolios for clients using discretionary management or model-based allocations (13 proprietary models are maintained) and the firm typically offers services on a wrap-fee basis.
Compared with many large enterprise firms, Csenge operates through a network of independent advisor representatives who may conduct business under their own business names and also serves as a sub‑advisor or solicitor for third‑party managers. The brochure also notes there is no account minimum despite roughly $3.17 billion in assets under management and discloses a meaningful non‑discretionary asset base alongside its primarily discretionary programs.
Based on Csenge Advisory Group, LLC
Location
4770 Baseline Rd, Suite 380
Boulder CO 80303
Advisors at this office
2
Advisors at this office
James T
Series 65, Series 63
Boulder, CO
Csenge Advisory Group, LLC
James Teegarden is a financial advisor at Csenge Advisory Group, LLC with 25 years of industry experience. He holds Series 65 and Series 63 credentials and has held roles at Madison Avenue Securities, Lion Street Financial, and Cetera Advisors LLC. He is also CEO of Impact Wealth, LLC, a financial planning and insurance firm, and serves on the board of The Ridgeback Group, LLC. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate clients. The firm employs a combined fundamental and technical investment process with an emphasis on relative strength, offering discretionary and model-based portfolio management through a large network of independent advisor representatives.
Julia T
Series 65
Boulder, CO
Csenge Advisory Group, LLC
Julia Thayer is a financial advisor with Csenge Advisory Group, LLC, holding a Series 65 credential and based in Boulder, CO. She has less than one year of industry experience. Prior to her advisory role, she worked in the restaurant industry for several years. 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 analysis investment process with a relative strength emphasis, customizing portfolios using discretionary management or model-based allocations.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")