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RIA · CRD 328963State-Registered Investment Adviser
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CSI Wealth Management
CSI WEALTH MANAGEMENT is a state-registered investment adviser in ARCADIA, CA. The firm manages $12 million in assets, $10 million on a discretionary basis.
Overview
CSI WEALTH MANAGEMENT is a state-registered investment adviser in ARCADIA, CA. The firm manages $12 million in assets, $10 million on a discretionary basis. It has 3 employees and 3 investment advisers.
General information
Firm type
RIA
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