Consulting Services Group, LLC is a large advisory firm based in Memphis. It manages $20.94 billion of regulatory assets for 63 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Louisiana, New York, Tennessee, and Texas.
Consulting Services Group provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and performance reporting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Consulting Services Group, LLC is $20.94 billion. The firm's AUM has gone down by -21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Consulting Services Group, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Fred Joseph Hodges has been acting as President since 1 Jul 1999. Robert Alan Longfield joined the executive team most recently as the Chief Executive Officer / Csg Holdings, Llc.
The principal office where Consulting Services Group, LLC performs its advisory services is located at 6075 Poplar Ave, Memphis, TN 38119, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 901-761-8080 or by fax 901-682-4090. The normal business hours are 8:00 a.m. - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.csgllc.com.