RIA Intel›Advisers›New York›CSD FINANCIAL LLC

CSD FINANCIAL LLC

Advisory

BROOKLYN, NY

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in NY

#4,808

of 5,722 advisers by AUM

Average account

$68K

across 425 accounts

AUM per adviser

$14M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM

$29M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$29M

Discretionary AUM$29M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients127

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

127 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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