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CSI Group

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Firm Details

Metro area Princeton
CRD Number 338012
Website csicpa.com
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Overview

CSI Group Advisors, LLC is an SEC-registered investment adviser established in 2025 as the investment-management arm of the broader CSI Group financial-services platform. The firm provides financial planning and discretionary or non-discretionary portfolio management primarily to individuals, high-net-worth households, families, and business owners. Its approach integrates investment advice with affiliated tax preparation, retirement, insurance, estate-planning, and legal resources, while each affiliated entity remains legally separate. Portfolios are designed around clients’ objectives, time horizons, liquidity requirements, and risk tolerance. CSI Group traces its broader operating history to a tax practice founded in 1973 and now serves thousands of households across New Jersey and New York.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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