CSM CAPITAL CORPORATION

654 Madison Avenue
6th Floor
New York, New York 10065-8439
Tel: 212-400-9551

About CSM CAPITAL CORPORATION

CSM CAPITAL CORPORATION, formally registered with the SEC as CSM CAPITAL CORPORATION. The firm was established in 01/16/2004. They have over 1 offices throughout the country.

CSM CAPITAL CORPORATION is a New York, New York based Financial Planning firm with nearly $1,528,310,009 assets under management, offering retirement planning & investment advisory services to 44 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	129789
SEC#	801-62672
Assets Managed by Firm	$1,528,310,009
No. of Clients	44
No. of Advisors	9

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (FURNISHES INVESTMENT ADVICE THROUGH CONSULTATIONS.)

Firm Client Information

	No. of Clients	AUM
Firm Total	44	$1,528,310,009
High net worth individuals	32	$525,373,593
Charitable organizations	16	$609,197
Corporations or other businesses	5	$949,277,219

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