CSAT INVESTMENT ADVISORY, L.P.

EXPONENTIAL ETFS
DETROIT, Michigan·6 registered advisors·CRD# 161626
SEC# 801-746191313-281-8000
01

Firm Overview

AUM
$108M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (pooled investments)
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at CSAT INVESTMENT ADVISORY, L.P.

6 registered advisors
Charles Alan Ragauss
DETROIT, Michigan
Claes Goran Fornell
DETROIT, Michigan
David (nmn) Lee
GREENWICH, Connecticut
Harris Bak
DETROIT, Michigan
John Francis Cattier
DETROIT, Michigan
Thomas D (mi Only) Kratky
GREENWICH, Connecticut
05

Office Locations

DETROIT, Michigan
4 advisors
GREENWICH, Connecticut
2 advisors

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Data sourced from SEC Form ADV filings. CSAT INVESTMENT ADVISORY, L.P. (CRD# 161626) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.